Family
How to Use Emotional Intelligence to Work From Home
By: Laura BergerThe Coronavirus pandemic has dominated, well, everything. But a not-so-small consequence is many employees being asked or forced to work from home. While a dream for so many, so many now realize how daunting this shift truly is.Generally, the...
What You Need to Know about the Coronavirus and Your Money
In this special conversation with Savvy Ladies Founder, Stacy Francis, CFP®, CDFA®, CES™, we'll discuss how COVID-19 has impacted the markets. Discover how you can be financially resilient in these times of uncertainty. Learn what moves you can make to stay on the...
Retirement Contributions and College
by Ann GarciaPerhaps the most frequently asked question we get is how to balance saving for retirement and college. And I can’t answer that in a blog post because the right way to balance depends on your specific circumstances. We have told clients to pause retirement...
Pitch Please: Pitching with Confidence
Let's face it, pitching is not easy. Putting your business and brand out there can be quite scary for most women entrepreneurs. But if you want media interest, investor dollars, and ideal prospects seeking you out, you NEED to learn how to pitch with confidence! You...
The Year of Living Uncomfortably
by Kristina LeonardiI recently read that “a person’s success in life can usually be measured by the amount of uncomfortable conversations he or she is willing to have.” Many people begin the year by starting a new exercise or other routine that can have them feeling...
Five Questions For College-Bound Students
by Ann Garcia1. Have you talked with your parents about how much they’re willing to pay for college?Most families finance college through a combination of savings, cash flow and borrowing. A short-cut to how much you can afford is to add ¼ of your college savings, the...
Setting Life-Changing Financial Goals
Too often we set money goals based on what we "should" do. We "should" get out of debt. We "should" start investing. But without connecting our goals to what we really want in life, the motivation for those goals dwindles - especially when we hit roadblocks. In this...
Financial Wellness Checkup: How Healthy Are You?
Adapted from an article by Stacy Francis Especially in this tumultuous time, it's important to not only check up on your physical health, but your financial health as well. Use this checklist to make sure your finances are healthy.Do You…Use a budget: Such benefits...
Financial Tips for Moving Out on Your Own
By: Ted James Moving out on your own for the first time can be exciting, scary, and confusing all at the same time. And when it comes to your finances, there are several things you should be prepared to handle. Saving money, raising your credit score, building credit,...
Financial Planning & Divorce
By: Michelle Petrowski, CFP®, CDFA I recently read an article that hit home for me as a single divorced Financial Planner and raises the question, “Why isn’t the divorce scenario tested when creating financial plans? “. The current landscape Americans are living...
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...
How to Protect Your Personal Finances in Divorce
by Stacy Francis, CFP®, CDFA Divorces are very complicated and can take a huge emotional toll on you. The last thing you need is for your divorce to be a financial disaster, on top of that. One of the biggest questions divorcing couples have is “how are we going to...
