by Stacy Francis, CFP®, CDFA | Oct 10, 2022 | Blog, Debt Management, Stacy $avvy Advice
By Stacy Francis, CFP®, CDFA At a recent get-together at my parents house, one of their friends was excited to tell me his company had given him a substantial bonus – one that far exceeded his expectations. Thrilled to have a financial expert at the party, he asked...
by Savvy Ladies | Aug 1, 2022 | Blog, Budgeting
Setting up a solid budget and staying on top of it is the key to taking control of your finances. We know this task can feel daunting. That’s why we’ve created a guide with easy to follow steps you can take to start managing your cash flow, even if...
by Savvy Ladies | Jun 10, 2022 | Blog, Investing
During two recent free Savvy Ladies sessions, volunteers Richard Ibarra, CFP,APMA, CRPC and Keri Lai financial advisor, both from Ameriprise Financial Services LLC, as well as Amy Irvine from The Rooted Planning Group and Michelle McKinnon, Wealth Advisor at Klingman...
by Sebastian Francis | May 5, 2022 | Blog
By Sebastian Francis The Great Resignation, also known as “The Big Quit,” is a recent trend of many workers retiring early or simply quitting their jobs to look for new ones. According to a US Labor Department Government report, over 20 million people...
by Savvy Ladies | Apr 22, 2022 | Blog, Budgeting, Debt Management, Financial Literacy
In the latest “Ask an Expert” virtual session for the Dress for Success community, tax law expert and Savvy Ladies Helpline Volunteer Matthew E. Foreman shed light on some of the most commonly asked personal finance questions. Missed the streaming? Read all the...
by Savvy Ladies | Mar 30, 2022 | Blog, Financial Abuse
On March 16th President Biden signed the Violence Against Women Act which was in legislative limbo since it expired two years ago. This is just in time, as Women’s History Month is nearing a close. The law aims to prevent domestic violence, sexual assault, and...
