What Every Woman Needs to Know About Investing and Financial Planning
Creating and executing a financial plan. Stocks, bonds, and tax-efficient investing. Taking control of your emotions and becoming your boldest self. Read some of our most favorite articles and learn with our amazing community of experts who share their wisdom and tips to achieve a successful financial future.
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...
Savvy Ladies Helpline Experts Answer Top Financial Questions for the Dress for Success Community
In the latest “Ask an Expert” virtual session for the Dress for Success community, tax law expert and Savvy Ladies Helpline Volunteer Matthew E. Foreman shed light on some of the most commonly asked personal finance questions. Missed the streaming? Read all the...
The Violence Against Women Act is Just in Time
On March 16th President Biden signed the Violence Against Women Act which was in legislative limbo since it expired two years ago. This is just in time, as Women's History Month is nearing a close. The law aims to prevent domestic violence, sexual assault, and...
Real Estate as an Investment
In this 2-part virtual educational session, finance and real estate experts Kristen Bonnier and Ashesh Shah, CFP®, discuss how to use the equity of your home for investing, as well as how to access those funds. What you'll learn: Part 1: What is a Home Equity Line of...
Visit our Free Financial Helpline for 1:1 private counseling
Savvy Ladies provides access to unbiased, independent advice by certified professionals for women of all ages and backgrounds. Get matched with a Financial Expert and get your financial question answered. Request a confidential call with one of our financial expert volunteers and start achieving financial independence today. Knowledge is power!











