The Savvy Life
5 Minute Halloween Organizer PDF Print E-mail

Although Halloween isn’t as overwhelming a holiday as Thanksgiving or Christmas as far as activities and to-dos go, you can easily lose the opportunity to do the things you want to do if you don’t plan for them.

To help ensure you get the most out of this very fun holiday, we’ve created the 5 Minute Halloween Organizer.  It will help you quickly create a budget, as well as decide on and calendar the tasks and activities you want to do to make sure it’s the best holiday yet!
Keep in mind that, getting organized doesn’t mean making it complicated. This organizer was purposefully designed to be as useful as possible by keeping it as simple as possible.

Download your free copy now....5 Minute Halloween Organizer


WEBINAR - Living The Savvy Life PDF Print E-mail
October 8, 2014
10:00 am PST
Learn how to look at your day-to-day finances from a lifestyle perspective and discover the power of purposeful spending.  Uncover easy ways to find additinal money for retirement and that crucial emergency savings account.
Presented by Melissa Tosetti, Founder, The Savvy Life

Hosted by Greg M. Charnes II, CFS®, Financial Advisor, Thacker, Charnes, Stowe and Associates, A private wealth advisory practice of Ameriprise Financial Services

RSVP by October 3, 2014 to receive the Webinar link email on October 7, 2014.

Call: 788-5162, area code 800.  Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Please invite your family and friends.  There is no cost or obligation to attend.

The Savvy Life and its representatives are not affiliated with Ameriprise Financial, Inc. Brokerage, Investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. ©2013 Ameriprise Financial, Inc.  All rights reserved.

Affordable Fall Travel Ideas PDF Print E-mail

By Melissa Tosetti is one of my favorite resources for affordable travel ideas.  They just released their list of the 20 Best Budget Vacations for Fall

San Francisco, Las Vegas and Yellowstone Natonal Park made the list.  Dublin, the Dominican Republic and Barcelona are also listed as affordable vacation spots.

The one destination making the list that is a pleasant surprise is Romania.  My friends Geoff and Kathy visited Romania and Turkey (which also made the list) last year and had an adventure of a lifetime.   

Corvin Castle
WEBINAR: Thriving During the Holidays PDF Print E-mail
October 7, 2014
9:00 am and/or 3:30 pm PST
Before the season is upon us, learn the tips for taking the stress out of the holidays so you can enjoy them again.  How can you find the money for those extra holiday expenses?  Melissa's Savvy Life money saving strategies will show you how to find the time and the money from Thanksgiving through New Year's Eve.
Hosted by: Evelyn Dinkins II, CFP®, CFS®, CRPC®, MSFS®, CAS®
                   Angela DeLion, CFP®
                   Dinkins, DeLion & Associates
                   A private wealth advisory practice of Ameriprise Financial Services, Inc.
Presented by: Melissa Tosetti, Founder/President of The Savvy Life.
RSVP by: Friday, October 3rd to receive the Webinar link email.
                  Call: 306-4006, area code 678
                  Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
                 Webinars have unlimited space!  Invite family and friends!
There is no cost or obligation.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc.  Member FINRA and SIPC.  Some products and services may not be available in all jurisdictions or to all clients.  ©2011 Ameriprise Financial, Inc.  All Rights Reserved.
If It Wasn't On Sale... PDF Print E-mail

By Melissa Tosetti

I was on a call with a client in Atlanta today and she told me a financial rule of thumb I had never heard before. 

She said that years ago she heard fashion designer Isaac Mizrahi interviewed and he advised that when thinking about purchasing a clothing item, ask yourself, "If it wasn't on sale, would I buy it".  She said it's saved her thousands of dollars over the years.  It also ensures she has a closet filled only with clothes she loves.

What a great piece of advice!  No matter how good the sale, if you're not madly in love with, leave it at the store.  

The best part of this habit is that it leaves that money available for when you do fall in love! 

Isaac Mizrahi

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