by Amy Geffen | Jul 22, 2021 | Blog, Career & Income
By Amy Geffen What is Zoom? Zoom is one of a few online presentation and meeting applications that you can use to make presentations, conduct meetings, or train staff. The key functions include screen sharing, chat, breakout rooms, list of participants, space for...
by Carrie Rattle | Jul 13, 2021 | Blog, Health & Wealth
By Carrie Rattle Does this sound like you? You put yourself last behind your kids, your partner, and your parents’ needs. You have a demanding job, manage the home, and try to be a good citizen in your community. Then there’s the money issue – it may be hard to find...
by Stacy Francis, CFP®, CDFA | Jun 24, 2021 | Blog, Budgeting, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFA, Founder Savvy Ladies Perusing the annual report of a company that I am invested in, I got to thinking about how these two words are so much more than just accounting jargon. They affect your financial future to a much greater extent than...
by Judith Herbst | Mar 23, 2021 | Blog, Career & Income
By: Cindy Makita-Dodd Cover letters are the front page of your resume. Crafting a unique cover letter will serve to not only introduce you to the potential employer but also to help you build your case as a strong candidate for the role. In the online hiring world,...
by Michelle Petrowski, CFP®, CDFA® | Feb 26, 2021 | Blog, Divorce, KB-During
By: Michelle Petrowski, CFP®, CDFA As Baby Boomers continue to have higher and increasing divorce rates than other age groups, divorce later in life can bring increased retirement risks – there is less time (a shorter investment horizon) and opportunity to...
by Michelle Petrowski, CFP®, CDFA® | Feb 19, 2021 | Blog, Divorce
By: Michelle Petrowski, CFP®, CDFA A late-life divorce can wreak havoc on even the most well-thought-out retirement plan. You were happy “once upon a time” and planned a future…. Now you’re 55 and getting a divorce. Or maybe you’re 60 or even in your 70’s, and now...
