financial planner in carlsbad ca

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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. Can You Roll a 401(k) Into an IRA Without Penalty? 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 WWM [...]

By |2022-03-15T10:38:52-08:00October 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 [...]

By |2022-03-15T10:41:35-08:00September 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 |2022-03-15T10:43:28-08:00September 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 |2022-03-15T10:46:57-08:00September 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 |2022-03-15T11:15:25-08:00August 26th, 2020|Financial Planning, Uncategorized|0 Comments

What is an Annuity

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 |2022-03-15T11:49:05-08:00December 3rd, 2019|Blog, Financial Planning|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

Financial Planner vs Financial Advisor

To view the video click on the image above. What is the difference between a Financial Advisor and a Financial Planner 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 [...]

By |2022-03-15T13:15:01-08:00June 26th, 2018|Blog, Financial Planning, Investing|0 Comments