Family
Budgeting for the Holidays
It's the most wonderful time of the year... except for your wallet. Between presents, travel, hosting and beyond, the most magical season can wreak havoc on your finances. How can keep you keep your holiday shopping aligned with your financial goals? It's easy: make a...
Different Types of Debt: Which Should I Pay Off First?
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...
Leveraging LinkedIn for Your Job Search
With 87% of recruiters using LinkedIn during the hiring process, there's no question that the professional network is an essential tool during a job hunt. But keeping your profile updated is only scratching the surface. There are many ways to increase your visibility,...
Changing Careers: A How-To Guide
According to a Pew Research Center report, some 53% of employed adults who quit a job in 2021 say they have changed their field of work or occupation at some point in the past year. Do you also find yourself in the Great Reshuffle and feel like it's time for a career...
Budgeting for Beginners: Your Savvy Guide to Creating a Budget
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 you're new to...
Let’s Talk Insurance: Employee Benefits
In this insurance webinar, Savvy Ladies expert Amber Flanagan goes over employee benefits such as medical insurance, life insurance, disability insurance so that you can be savvy about all the decisions surrounding these. In this session, you'll learn about: Health...
Let’s Talk Insurance: Medicare and Medicaid
What's the difference between Medicare and Medicaid? Who is eligible? How can I enroll? Watch Savvy Ladies® Expert Audrey Schwartz, RICP® answer these and more questions on a free, virtual conversation. In this webinar you'll learn about: What is Medicare? (And what...
Let’s Talk Insurance: Property and Casualty
Learn about property and casualty insurance, what it protects, and its importance to you and your property is. By definition, property insurance helps cover stuff you own, like your home or car. Casualty insurance means that the policy includes liability coverage to...
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...
Financial Tips if You Plan on Joining the Great Resignation
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 resigned from...
Savvy Ladies is now a Zeal Partner
Savvy Ladies is thrilled to announce our partnership with Zeal, a leading Contract Lifecycle Management platform. Zeal is our preferred Contract Lifecycle Management Cloud Partner to provide a secure single source of truth for all of our contract data. The Zeal...
Inflation & How to Protect Your Finances
Savvy Ladies experts Richard Ibarra, CFP, APMA, CRPC and Keri Lai financial advisor, both from Ameriprise Financial Services LLC, share an overview of the US economy, helping you understand what’s behind the ongoing inflation, interest rates increases, and how to...
