Investing – Savvy Ladies

How to Get Started on Saving and Investing

by Savvy Ladies | Dec 16, 2022 | Blog, Budgeting, Family Finances, Investing

Are you thinking of getting started on saving and investing in 2023? Our Savvy Ladies Helpline Volunteers answer questions from the Dress for Success community on a special Ask the Expert session. Read some of the most frequently asked questions on saving and...

Financial Tips for the New Year

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...

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

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...

Going Through a Divorce? These Are The Financial Assets You Didn’t Know You Had

by Dawn Drzal | Dec 16, 2021 | Blog, Divorce, Financial Assets, Investing, KB-During

by Savvy Ladies Member Dawn Drzal When the Cupboard Looks Bare I still remember casing my new apartment like a cat burglar a few months into my divorce, except the possessions I was evaluating were my own. The long process of dissolving the marriage had barely begun,...

Use Affirmations to Attract More Money!

by Stacy Francis, CFP®, CDFA | Nov 29, 2021 | Blog, Investing, Stacy $avvy Advice

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

by Margery K. Schiller | Oct 29, 2021 | Blog, Investing, Retirement

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...