Personal Growth

What is you money mindset?  As women, we face a unique set of financial challenges and responsibilities – always juggling life as a mom, daughter, partner, employee, caregiver, businesswoman…. Focusing on you and your financial well-being is critical to your long-term livelihood. Learn with Savvy Ladies experts on how to focus, reduce stress and build your confidence about money.  Savvy Ladies is a safe space to learn with like-minded women about get savvy about money. Get comfortable about making money and investment decisions.  Our webinars are a great place to start to learn and further your financial education.  Financial education builds confidence which empowers you to achieve the financial stability and independence to live life on your terms.   

6 Ways to Help Your Elderly Parents With Finances

By: Venessa Worthington Whatever age your parents are, it’s never too soon to begin talking with them about their finances. You want to be sure your parents are well taken care of, so it’s vital to check in with them on their money situation. Here are six ways to help...

After College: Strategies for Your College Finance Plan

By: Tom Melecki We’ve discussed why students and their families need College Finance Plans (CFPs) and summarized strategies to use in your CFP’s “Before College” and “During College” phases. Let’s review some “After College” strategies. Almost 70% of college graduates...

Why we should start taking identity theft more seriously

By: David Lukić A lot of people hear about identity theft in the news but still fail to take it seriously. It is one of those things that people assume won’t happen to them, but in the modern age people have to be incredibly careful. What is Identity Theft and Online...

Further Faster Financially

By: Daniel G. Mazzola A 2019 Federal Reserve survey reported 4 of 10 Americans do not have enough cash to cover an unexpected $400 expense.  The COVID-19 pandemic has made life difficult for people who have lost a job and are living from paycheck to paycheck,...

Roth IRA Conversions: The Time Is Now

By: Daniel G. Mazzola Early estimates peg the cost of the CARES Act, the package providing economic relief to Americans impacted by the COVID-19 pandemic, at $2 trillion.  The government has run itself into an immense debt to give its citizens assistance, and the...

Your Budgeting Worksheet

Your Budgeting Worksheet

With this easy to use DIY budget worksheet you can start tracking your earnings and your spending, be mindful about your money and make better decisions that will lead to financial stability. Start gaining control by routinely checking back on just that one spreadsheet…and the best part is that your privacy is protected since the budgeting spreadsheet resides in your drive, so you don’t have to share any information with anyone.

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....