Financial Tips for the New Year

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...
The Current State of the Economy and How to Protect Your Finances

The Current State of the Economy and How to Protect Your Finances

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...

Use Affirmations to Attract More Money!

by Stacy Francis, CFP®, CDFA 14 Money Affirmation tips from Stacy Francis, Founder Savvy Ladies So you desire to have a more rich and rewarding life? One of the most effective ways to do this is by harnessing the life-changing power of prosperity affirmations. When...
How to Make Investment Selections in Your Retirement Plan

How to Make Investment Selections in Your Retirement Plan

By Margery K. Schiller, CFP® When thinking of investing for retirement, there’s many variables to consider. How to maximize earnings and minimize risk? In this article, Savvy Ladies volunteer Margery K. Schiller, CFP®, shares expert tips to make the smartest decisions...

The Power of Human Capital

By: Daniel G. Mazzola A week ago I found myself badly in need of a haircut.  Unwilling to drive to Georgia, I enlisted the aid of a friend whose experience in cutting hair was limited to styling her own.  I was nervous but desperate times call for desperate measures....

How to Stay Focused and Achieve What You Want

By: Laura BergerThree techniques for making strides in your personal and professional life.Creating goals keeps you productive, but it is important to make sure you don’t overload yourself with too many or unrealistic ambitions.What’s more, wanting to...

4 Ways to Secure a Financially Sound Future

By: Ted JamesWith a new baby comes infinite joy and a great deal of added expenses and responsibilities, too. Of course, the bulk of these boils down to your finances, which is why financial planning is not only prudent but a real necessity at this point in your...