financial advisor in carlsbad ca

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5 Common Annuity Mistakes

Click on the image above to view this Savvy Minute video Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth Management in Carlsbad California. DISCLAIMER: WWM Financial is an SEC- Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WWM Financial and its representatives [...]

By |2022-03-15T11:39:35-08:00February 12th, 2020|Financial Planning, Investing|0 Comments

Back Door Roth IRA

Click on the image above to view this Savvy Minute video. DISCLAIMER: WWM Financial is an SEC- Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WWM Financial and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may [...]

By |2022-03-15T11:59:45-08:00October 21st, 2019|Blog, Financial Planning|0 Comments

Investing in Bonds

Click on the image above to watch the video Investing In Bonds In today's “Investing Basics for Savvy Women” video, we’ll take a look at the world of investing in bonds. DISCLAIMER: WWM Financial is an SEC- Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WWM Financial and its representatives are properly [...]

By |2022-03-15T12:04:13-08:00August 27th, 2019|Investing|0 Comments