MidLife Finances

Planning your financial roadmap during your midlife years, in your 40’s, 50’s, will prepare you and your family as you age into retirement, get ready for a change in lifestyle, and set you up for an emergency plan.

By seeking guidance and financial planning support in your 40’s and 50’s allows you the time to adjust your budget, your spending, savings, and investment plans to strategize your money for the next 25-30 years.

Mid Life decisions such as college payments, family expenses, homeownership, healthcare plans, insurance, travel plans all come into play when considering how to save and invest now for your future years.

Savvy Ladies is here to help educate and share resources and guide you to gain the knowledge you need to learn and make smart financial decisions. We offer a library of informative webinars, blog articles, a helpful budget worksheet, and mentoring with our team of professional financial volunteers for 1:1 support.

MidLife Financial Articles

Downsizing in Retirement

By: Allison PearsonDo you and your partner share the same goals & expectations for the future throughout your changing life phases?My son recently headed off to college. It was an important life transition, not just for my son, but for me and my husband as well....

Walking the Tightrope of Change: When Virtue Becomes Vice

By: Laura BergerI was ‘Structured Laura’ before Glen and I moved to Costa Rica in 2006. I thrived in the corporate environment. So, when we embarked to Central America, I thought to myself, “If I can make it in fast-paced downtown Chicago, paradise will be a...

Change Your Money Story & You Change Your Life

Have you ever felt stuck? Like no matter what choice you make next, you’ll only end up right back where you started? Then it’s time to take a closer look at the story you’re telling yourself to make sure it’s the one YOU want to tell.

Midlife Financial Webinars