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Welcome to The Savvy Investor Survival Guide Blog for busy people on the go who would like to become savvier financially but are busy as high-achieving career/professional individuals, couples and families, raising children and living life. We will provide simplistic financial insight, thought leadership and financial news to people on the go.

Tuesday, July 26, 2022

When you Get Paid, Spend Less Than You Earn! It sounds very simple, but so many people struggle with this. You have to change your mindset from scarcity thinking to abundance living!

Friday, July 15, 2022

For the past few months (years, really) it seems 24/7 stream of bad news bombarding us all the time.Markets, the economy, housing prices, grocery store prices, gas prices, and that whole COVID thing that's still happening. Inflation is 9.1

Friday, May 20, 2022

As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your retirement. Or you might be concerned about planning for goals.

Friday, April 22, 2022

To help fulfill financial dreams, you need a Financial Plan. A study by the research firm Hearts & Wallets says," ... There is a renewed focus on investment goals, an increased interest in paying for professional financial advice."

Wednesday, April 6, 2022

You have been thinking about whether there is value to having Financial Advisor. You have been handling everything yourself and are wondering if it’s time to have someone else review your investments.

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Friday, March 18, 2022

You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for money?

Thursday, March 10, 2022

We all have got an unconscious program running in the deepest recesses of our brain that’s telling you what to think, feel, and do with money.

Sunday, February 20, 2022

A big challenge in the Financial Services industry is a lack of diversity. Blacks represent nearly 13.4% of the United States population yet less than 5% of Financial Advisors are Black and even fewer percentages are Black female.

Sunday, February 6, 2022

As we continue to brave the impact of the pandemic, estate planning is a topic on many people’s minds. With the uncertainties we are all facing, now is good time to review your estate planning documents and/or ensure you have the basics in

Thursday, February 3, 2022

f you’re like 62% of Americans, you started your day with a cup of coffee. Few, if any, took a moment during this morning ritual to contemplate or marvel at the complex journey that brought their coffee from farm to their kitchen table.1  

Friday, January 28, 2022

Is a Roth conversion right for you? In short, a Roth conversion is when you elect to voluntarily pay taxes by moving retirement savings from a pre-tax to a post-tax account.

Wednesday, January 19, 2022

Women Love Pets. Thinking about getting a new pet? Here’s what to consider. If you are considering a new pet, whether it is your first one or an addition to the pack, you are not alone. The American Veterinary Medical Association reports t

Thursday, January 13, 2022

High achieving women are busy striving to become their best selves in their careers or their businesses. This is all happening while also trying to achieve family happiness, satisfying relationships, create work and life balance.

Thursday, January 6, 2022

Setting goals can be the easy part. Achieving goals is a whole different story. That's why so many people fail to set goals. Their confidence has been battered by past experience or they are afraid they will fail. And sometimes, they just

Monday, January 3, 2022

Many single ladies without children enjoy a higher level of financial freedom (traveling, shopping, spending and living life under their own terms) than someone married with young children or single with children.   There is also...

Thursday, October 28, 2021

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.One of the proposals Congress is considering sets the top rate for taxing...

Tuesday, November 17, 2020

The ongoing COVID-19 pandemic has kept countless people working from home for months now. Many have been wondering whether they should consider claiming the home office deduction on taxes next year so we thought we’d pass along...