certified financial planner in carlsbad

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Can You Roll a 401(k) Into an IRA Without Penalty?

Click on the image above to view this Savvy Minute video. In this Savvy Minute Episode Catherine will answer the question, "Can you rollover a 401(k) into an IRA without penalty?" Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth Management in Carlsbad California. P: 760-692-5700

By |2020-10-02T16:05:24-08:00October 2nd, 2020|401(k), Blog, Retirement Planning|0 Comments

Top 20 Financial Planning Hacks, Tips 16 20

Click on the image above to view tips 11-20 of this webinar series. Free Financial Planning Webinar Series Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional Actionable information and guidelines to get/keep your finances on track Easy to understand explanations with evidence-based supporting materials Have you ever wondered whether you’re on the right track [...]

By |2020-09-18T17:00:27-08:00September 18th, 2020|Blog, Financial Planning|0 Comments

Top 20 Financial Planning Hacks, Tips 11-15

Click on the image above to view tips 11-15 of this webinar series. Free Financial Planning Webinar Series Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional Actionable information and guidelines to get/keep your finances on track Easy to understand explanations with evidence-based supporting materials Have you ever wondered whether you’re on the right track [...]

By |2020-09-18T16:50:06-08:00September 18th, 2020|Blog, Financial Planning|0 Comments

Top 20 Financial Planning Hacks, Tips 6-10

Click on the image above to view tips 6-10 of this webinar series. Free Financial Planning Webinar Series Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional Actionable information and guidelines to get/keep your finances on track Easy to understand explanations with evidence-based supporting materials Have you ever wondered whether you’re on the right track [...]

By |2020-09-03T14:06:13-08:00September 3rd, 2020|Financial Planning, Retirement Planning|0 Comments

Top 20 Financial Planning Hacks, Tips 1-5

Click on the image above to view tips 1-5 of this webinar series. FREE Financial Planning Webinar Series Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional Actionable information and guidelines to get/keep your finances on track Easy to understand explanations with evidence-based supporting materials Have you ever wondered whether you’re on the right track [...]

By |2020-08-26T14:54:14-08:00August 26th, 2020|Financial Planning, Uncategorized|0 Comments

Tax Planning for Investors

Click on the image above to view this Proactive Wealth Process video. Tax Planning for Investors In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer of Easy Life Management. Rachel Ivanovich of Easy Life Management can be reached at 760-730-1817 [...]

By |2020-03-13T11:20:54-08:00March 11th, 2020|Proactive Wealth Process, Tax Planning|0 Comments