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About Ann Arceo

Ann Arceo is a Financial Planner and President of Savvy Duo Financial Planning, Inc. Ann began her career in financial planning at PartnersInWealth, a wealth management firm based in Houston, Texas. The firm catered to high net worth individuals.

She then worked for LPL Financial, an independent broker dealer, where she earned her Series 7 & 66 securities licenses. She worked alongside a branch manager creating financial plans, account summaries, and investment performance reports for high net worth clients.

Ann also has a passion for writing, and her articles have been featured on Investopedia.com, a website which has 20 million unique visitors per month. She has also written for ReadyForZero.com, BudgetTracker.com, and has been quoted in articles for Forbes and U.S. News & World Report.

Ann holds a bachelor’s degree in Business Management from the University of Houston, Victoria. She lives with her husband and new baby in Vail, CO. They enjoy spending time with friends, hiking, and of course planning their financial future together!

Money Saving Tips to Avoid a Holiday Spending Hangover

By | December 14th, 2016|Categories: Budgeting, Business & Finance, Culture & Life, Events, Featured Author, Holidays, Popular, Spending, Top Stories, Women and Finance|Tags: , , , , , , |

The holidays can be a wonderful time of year. There is nothing quite like the bright lights and cheerful music to put you in the gift buying mood, but it can also be a stressful time financially and that stress can last well into the new year.

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A Savvy Woman’s Guide To Survive The Financial Impact Of Divorce

By | September 21st, 2016|Categories: Budgeting, Business & Finance, Featured Author, Investments, Relationships, Retirement, Saving, Spending, Women and Finance, Women and Life|Tags: , , , , , , , |

Divorce is one of the major stressors in life. In fact, it's usually ranked in the top ten right behind the other major life stressor, money.

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Retirement Planning at 40: 4 Tips To Help You Start Now

By | September 12th, 2016|Categories: Budgeting, Business & Finance, Investments, Retirement, Saving, Spending, Top Stories, Women and Finance|Tags: , , , , , , , , , , , |

Reaching 40 is a huge milestone. You’ve grown in your career, likely own a home, and somehow survived the early days of parenting. It’s also very likely that along the way you’ve neglected your financial life. It was easy to put saving on the back burner when you spent early adulthood paying back student [...]

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