Savvy Blog

Would you do this to Stretch out your
Retirement Savings?

By Marilyn

25 years ago, young professionals bought homes for $500,000. Today, young professionals live at home with their parents because they can’t afford the same house that now costs $1.5 million. The housing market is the perfect example of why young people can no longer afford the things their parents once could and shows how different…

TAKING CONTROL OF YOUR FINANCIAL FUTURE

By Marilyn

Growing up, every kid has the dream of becoming a millionaire and today, more than ever before, this dream is finally within reach. Savings and income are increasing across the board, allowing people to save and invest more to build their wealth for retirement. The number of people retiring with a million dollars plus has…

Planning by Design: Reaching Your Big Dream

By Marilyn

 Do you have a big dream? Can you envision your ideal lifestyle starting today, for tomorrow and for life? Does your career or business support your ideal lifestyle? If you answered YES to at least two of these questions, then I believe you must have a “plan,” a “roadmap,” or a “blueprint” to help guide…

Women Tip 2 | Just Begun

By Marilyn

We Have Only Just Begun… Women Quick Tip #2 There are more women in the workforce in the U.S. than ever before…47%, as of 2011 (Bureau of Labor Statistics). However, women still trail in areas of compensation and top leadership roles. By the last count in July 2013, 4.6% of Fortune 500 companies were led…

What Does Your Team Look Like And How Do You Manage Your Team?

By Marilyn

As we thought about this topic for Plaid for Women this month, there were many ideas about how to describe one’s team. In our world, we have a team of colleagues that we call our Centers of Influence, who “play and work” alongside us to support our mutual clients, who are business owners, health care…

Wealth Tip 2 | Building Wealth

By Marilyn

There are no super secrets to wealth accumulation. We need intention, action, discipline, knowledge, and persistence through good and bad times, over our lifetime. Wealth Quick Tip #2 For those who may not inherit any assets from family, the path to a comfortable retirement is to “save more than you spend.” When your employer offers…

Is Your Money Working Harder For You Than The Other Way Around?

By Marilyn

5 Keys To Building A Strong Foundation For Your Financial House We invest a great deal of time building and establishing relationships with our friends, colleagues and family. We use special networking techniques to expand our business and our centers of influence.  But do we look at one of the most critical relationships in our…

Giving The Gift Of College To Your Grandchildren: Start Today…

By Marilyn

As we start the New Year, one of the areas that parents will review is how to send their children to college without going broke or working until age 75! We have seen ever-escalating college tuition that far exceeds the recent cost of living increases and it should come as no surprise that a college…

Worth Tip 1 | Your Net Worth ≠ Your Self-Worth

By Marilyn

Your Net Worth ≠ Your Self-Worth Worth Quick Tip #1 As we mentioned in the last chapter, your wealth is more than your money. And your money does not come close to being equal to your self-worth. How you perceive yourself, how you talk about yourself, and how you represent yourself, eventually become the reality…

Work Tip 1 | Every Day Work

By Marilyn

In my own experience and many of my friends and colleagues, hard work was the basis for success, job satisfaction, and overall happiness. Work Quick Tip #1 Like the endorphins you feel after a great workout, the feeling of accomplishment when you have worked diligently to reach a goal, passing an exam with an “A”,…