by Savvy Ladies | Dec 1, 2022 | Blog, Budgeting, Investing
The Dress for Success community shared their top financial concerns as we head into 2023. Our Savvy Ladies Helpline Volunteers teamed up to help guide and answer their financial questions in a special Ask the Expert session. Savvy Volunteers Ravi Patel and Ross Krause...
by Stacy Francis, CFP®, CDFA | Nov 29, 2022 | Blog, Debt Management, Stacy $avvy Advice
By Stacy Francis, CFP®, CDFA You sit down in your mortgage broker’s office because you can’t stand the news. Your credit is so bad you will not be able to secure a loan to buy the dream home you just bid on. Can you imagine? After months of taking time off work to run...
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...
