Author: Kate Rode

Svvy Featured on the Kitces Advisor Technology Map

We’re excited to share that Svvy has made it onto the Kitces Advisor Technology Map. We are featured in the Advisor Lead Gen category alongside the top advisors in the industry! This FinTech Map of wealth management software is produced in collaboration with Craig Iskowitz of Ezra Group. Check out Kitces Fintech Map  

How High Net-Worth Women Can Spend With Confidence While Staying Focused on Long-Term Goals

Article Summary There is a common misconception that enjoying your wealth has to wait until retirement. Many high net-worth women live life differently, enjoying their wealth while saving. Finding a balance between spending and saving is possible, and many women feel more confident with their financial outlook when they work with a financial advisor. Svvy®… Continue reading How High Net-Worth Women Can Spend With Confidence While Staying Focused on Long-Term Goals

Women Are Reaching New Career Milestones, Here’s Why Your Financial Plan Should Grow With You

Article Summary More women are reaching higher level professional positions than ever before, which means their salaries and benefits packages are growing.  There are ways to align your career growth with your financial plan, and many women feel more confident about their options when they work with a financial advisor.  Svvy® has built a network… Continue reading Women Are Reaching New Career Milestones, Here’s Why Your Financial Plan Should Grow With You

From Financial Independence to Independent Wealth: What’s the Difference?

Article Summary Financial independence and independent wealth are two different types of financial situations.  Financial independence refers to a lifestyle where all of your daily expenses are covered by passive income, such as real estate or investments.  Independent wealth refers to a lifestyle where work is no longer needed and financial planning focuses more on… Continue reading From Financial Independence to Independent Wealth: What’s the Difference?

Planning to Move Abroad? 6 Financial Questions to Ask Before You Go

Article Summary More women are choosing to move abroad and if you are among them, there are a few things to consider before packing your bags.  The financial aspects of an international move can be complex, from cost of living to taxes, which is why many women feel more confident about their options when they… Continue reading Planning to Move Abroad? 6 Financial Questions to Ask Before You Go

Have You Thought About Intergenerational Wealth Planning?

Article Summary Inheritance can be dramatic, if you are following Hollywood storylines.  Imminent transfers of significant generational wealth will put women in control of sums of money they have previously not had to manage. Many women feel more confident in the options available to them after seeking guidance about wealth management from an experienced financial… Continue reading Have You Thought About Intergenerational Wealth Planning?

Planning a Meaningful Sabbatical: 6 Things Every Woman Should Consider

Article Summary A sabbatical is a great time for professional women to take a career break and explore other interests.  Planning for a sabbatical takes some thought and strategy, and many women find they feel more confident with their financial options if they work with an experienced financial advisor.  Many times a relationship with a… Continue reading Planning a Meaningful Sabbatical: 6 Things Every Woman Should Consider

Financial Planning for Female Breadwinners: Protecting the Life You’ve Built

Article Summary Females as breadwinners within relationships are more common than they used to be. A number of factors have influenced the rise in female breadwinners, including wealth transfers from spouses or parents. Wealth building and management, for many women, comes with questions. Some women feel more confident about their options after seeking guidance from… Continue reading Financial Planning for Female Breadwinners: Protecting the Life You’ve Built

5 Growing Housing Markets for Women Interested in Real Estate Investing

Article Summary Women are playing a central role in the “Great Wealth Transfer.” Real estate is becoming an increasingly attractive avenue for wealth creation and financial growth. Real estate investing is a great option for women looking to increase their passive income. Phoenix, Arizona, is in high demand for housing due to population growth and… Continue reading 5 Growing Housing Markets for Women Interested in Real Estate Investing

Networking Can Be One of Your Greatest Financial Assets

Article Summary Women network to build community all the time, from childcare to philanthropy to carpool groups. That same approach can be useful when it comes to financial decisions. Building a wealth network offers trusted connections in a variety of financial-related areas. Wealth networks for women may include an attorney, a CPA or a professional… Continue reading Networking Can Be One of Your Greatest Financial Assets