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.
Avoid Financial Stress by Living with a Financial System
You can avoid financial stress if you become financially organized and establish a simple Financial System to live by. There is no point wasting time and energy on the...Read More
It's Simple Spend Less Than You Earn
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!Read More
Become an Optimist during these Economic times...and Be Gratefull!
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 9.1Read More
Women and Money: Taking Control and Preparing for the Life you Want
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.Read More
Financial Planning Isn't Just for the Wealthy – It’s for Everyone
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."Read More
What is the value of Financial Advice?
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.Read More
Are you sacrificing your financial future to support your adult child?
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?Read More
What are your unconscious money scripts swirling around in your head?
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.Read More
Celebration of Black History Month 2022 and the Status of Black Wealth
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.Read More
Critical Estate Planning Documents Needed during Covid or Anytime
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 inRead More
The Economic Journey of Your Morning Coffee
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.1Read More
Is a Roth Rollover Right for You?
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.Read More
Women Love Pets. Thinking About getting a new pet? Here's what to consider.
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 tRead More
High Achieving Women Need the Right Support
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.Read More
Setting goals can be easy. Working toward and achieving them are the hard part
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 justRead More
Quick Financial Tips for Single Women for 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...Read More
Are Capital Gains Taxes Changing?
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...Read More
Can You Deduct Your Work From Home Expenses on Taxes?
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...Read More