by Margery K. Schiller | May 22, 2023 | Blog, Budgeting, KB-Budgeting, Retirement
By Marge Schiller, CFP® Is your cost of housing too large a portion of your income today? Are you having trouble finding an affordable rental in your community? Or is your current home more space than you really need but you like it? If your answer is “Yes” to any of...
by Savvy Ladies | Apr 19, 2023 | Blog
On Monday, April 3, 2023, Savvy Ladies kicked off Financial Literacy Month with the first-ever Building Connection Breakfast, an event celebrating the 20th anniversary of the organization. The breakfast, hosted at the Nasdaq MarketSite–an iconic Times Square...
by Kelly Erb | Mar 29, 2023 | Blog, Taxes
By Kelly Erb When talk turns to taxes, it feels like everyone is filing a tax return—but do you need to? Here’s what to know about your tax filing obligations. Who Needs to File Tax Returns? For most taxpayers, you can figure out whether you must file by...
by Jonathan Bird | Mar 23, 2023 | Blog, Retirement
By Jonathan Bird, CFP® The SECURE 2.0 Act is here to make a difference in the US retirement system, bringing forth a range of modifications to strengthen the retirement system and enhance financial preparedness for all Americans. SECURE 2.0 became law on December 29,...
by Savvy Ladies | Mar 15, 2023 | Blog, Budgeting, Debt Management, Family Finances, Financial Literacy
Jennifer Jonassaint, a Savvy Ladies Helpline Volunteer answers women’s financial questions submitted to the Free Financial Helpline In 2022, Black women earned 70% as much as White men, compared to a ratio of 83% for White women. The combination of racial wealth...
by Savvy Ladies | Feb 25, 2023 | Blog, Webinar Career & Business Planning, Webinars
Are you planning to become a small business owner this year? Tax advisor Alicyn McLeod, CPA, CFP® and tax attorney Matthew E. Foreman share all you need to know about taxes. Originally live-streamed on February 21, 2023.
