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College & Kids Archives - Savvy Ladies
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Budgeting & Spending. College & Kids. Debt & Credit. Home & Auto. Insurance & Taxes. Investing & Inheritance. Marriage & Divorce. Retirement & Estate Planning. Avoiding the Horror Stories of Student Loan Debt. By Kevin Worthley, CFP, CDFA For most students, going to college has become a near-necessity in the transition from childhood to self sufficient adulthood and their career path. Unfortunately, standing squarely in the middle of the path, like a tall…. College: An Affordable Luxury? Imagine how that...
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Retirement & Estate Planning Archives - Savvy Ladies
http://www.savvyladies.org/category/retirement-estate-planning
Budgeting & Spending. College & Kids. Debt & Credit. Home & Auto. Insurance & Taxes. Investing & Inheritance. Marriage & Divorce. Retirement & Estate Planning. Retirement and Estate Planning. Grief: How to Help Yourself & Others Without Losing Your Mind. Retirement and Estate Planning. Savvy Ladies Celebrates Labor Day. Retirement and Estate Planning. Top IRA Trouble Spots. Retirement and Estate Planning. How To Increase Your Retirement Confidence. Survey says (and most financial advisors would concur), ...
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Budgeting & Spending Archives - Savvy Ladies
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Budgeting & Spending. College & Kids. Debt & Credit. Home & Auto. Insurance & Taxes. Investing & Inheritance. Marriage & Divorce. Retirement & Estate Planning. What Type of Spender Are You? By Stacy Francis, CFP , CDFA One of my hubby’s friends works with statistics. He’s one of those people who take an honest interest in how many pets we have per capita in different states, and how many more children families…. 15 (Frugal) Ways to Date Your Mate. The Best Time to Shop for Bargains. Top Tips for Saving o...
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Investing Services provided by Polero ICE Advisers, L.L.C.
http://www.poleroadvisers.com/services/investing
Polero ICE Advisers, L.L.C. Personal Financial Advisory and Planning Services. Superior investment results are achieved from holding a well-diversified portfolio. And making adjustments in a disciplined and unemotional manner. It is critical that the cost of investing be minimized. By avoiding high management fees, commissions, excessive trading costs and numerous other charges that are often hard to detect. Determine the Asset Allocation for Each Client. Invest the Equity Allocation. On a regular basis,...
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Insurance Needs Services provided by Polero ICE Advisers, L.L.C.
http://www.poleroadvisers.com/services/insuranceneeds
Polero ICE Advisers, L.L.C. Personal Financial Advisory and Planning Services. The Adviser is available to help you determine appropriate insurance protection for yourself and your family. She will work with you to analyze what insurance would be conducive to help you reach your goals, and then explore coverage/cost tradeoffs. Assistance is available with the following types of insurance:. POLERO ICE ADVISERS, L.L.C. 2250 Broadway, Suite 14A. New York, NY 10024. View in Google Maps.
poleroadvisers.com
Services provided by Polero ICE Advisers, L.L.C.
http://www.poleroadvisers.com/services
Polero ICE Advisers, L.L.C. Personal Financial Advisory and Planning Services. Polero ICE Advisers provides a limited number of clients with financial solutions. The Firm assists clients with:. Fees for the above services are agreed on prior to working with a client, and are based on the complexity of the services requested. Payment is made after the Plan has been presented to the client. POLERO ICE ADVISERS, L.L.C. 2250 Broadway, Suite 14A. New York, NY 10024. View in Google Maps.
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About Kimerly Polak Guerrero
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Polero ICE Advisers, L.L.C. Personal Financial Advisory and Planning Services. About Kimerly Polak Guerrero. Prior to her current role, she was a Senior Vice President at Travelers/Citigroup and a Managing Director at Depfa Bank, where she successfully invested over $7 billion in the international and domestic markets. Prior to holding these positions, Kim was a foreign exchange options trader at Chemical Bank and a consultant to the World Bank. Kim is dedicated to providing pro-bono services to those in...
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Free Financial Helpline - Savvy Ladies
http://www.savvyladies.org/helpline
Budgeting & Spending. College & Kids. Debt & Credit. Home & Auto. Insurance & Taxes. Investing & Inheritance. Marriage & Divorce. Retirement & Estate Planning. Would you like to speak to a financial expert about your personal financial situation? Email or call the Savvy Ladies’ Financial Helpline and request a 30-minute confidential call with a certified financial planner*. Women can call for guidance on a wide range of personal finance topics. Within two business days.