MidLife Finances
Planning your financial roadmap during your midlife years, in your 40’s, 50’s, will prepare you and your family as you age into retirement, get ready for a change in lifestyle, and set you up for an emergency plan.
By seeking guidance and financial planning support in your 40’s and 50’s allows you the time to adjust your budget, your spending, savings, and investment plans to strategize your money for the next 25-30 years.
Mid Life decisions such as college payments, family expenses, homeownership, healthcare plans, insurance, travel plans all come into play when considering how to save and invest now for your future years.
Savvy Ladies is here to help educate and share resources and guide you to gain the knowledge you need to learn and make smart financial decisions. We offer a library of informative webinars, blog articles, a helpful budget worksheet, and mentoring with our team of professional financial volunteers for 1:1 support.
Downsizing in Retirement
By: Allison PearsonDo you and your partner share the same goals & expectations for the future throughout your changing life phases?My son recently headed off to college. It was an important life transition, not just for my son, but for me and my husband as well....
Walking the Tightrope of Change: When Virtue Becomes Vice
By: Laura BergerI was ‘Structured Laura’ before Glen and I moved to Costa Rica in 2006. I thrived in the corporate environment. So, when we embarked to Central America, I thought to myself, “If I can make it in fast-paced downtown Chicago, paradise will be a...
Change Your Money Story & You Change Your Life
Have you ever felt stuck? Like no matter what choice you make next, you’ll only end up right back where you started? Then it’s time to take a closer look at the story you’re telling yourself to make sure it’s the one YOU want to tell.
Estate Planning: What Is It and Why It’s Important to Have an Estate Plan
Are you overwhelmed by thinking about estate planning? Savvy experts Michelle Petrowski, CFP® CDFA®, Mark L Prendergast, MS CPA CFP® CDFA® and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ lay out all the basics and explain why everyone should have an estate plan. Gain...
How to Job Search When You’re Over 50
If you are over 50 you may have already experienced ageism at work or during your job search. This webinar will explore the types of ageism, how it manifests itself, and how to combat it during your job search. When people think you are "too old" to do the job it...
Rethinking Retirement: Preparing for Your Second Act
Retirement isn’t what it used to be – thank goodness! Today’s retirees are using their freedom to pursue new careers, experience the world and even pursue new interests. That’s great, but it takes planning. You need to take charge of your retirement and ensure you’ll...
