by Kelly Erb | Mar 2, 2026 | Blog, Taxes
This guide helps you decide whether you must file a tax return for the 2025 tax year (due April 15, 2026). By Kelly Erb. Reviewed and updated by Savvy Ladies Volunteer and Board Member Matthew E. Foreman, J.D., LL.M., Partner at Falcon, Rappaport & Berkman and his...
by Stacy Francis, CFP®, CDFA | Feb 8, 2026 | Blog, Debt Management, Stacy $avvy Advice, Taxes
by Stacy Francis, CFP®, CDFA Tax season is here! Time to panic over lost receipts, missing information on cost bases for stocks, and 1099s that won’t ever show up; or, time to spend an afternoon with your CPA; or, click a few buttons on your computer keyboard? It all...
by Stacy Francis, CFP®, CDFA | Feb 5, 2026 | Blog, Budgeting, Stacy $avvy Advice, Taxes
by Stacy Francis, CFP®, CDFA One of the only positive aspects of tax season is your refund. A new pair of shoes, dress or a vacation are all tempting choices for us to spend our tax return money. While a small splurge is a must, these extra dollars also give you a...
by Stacy Francis, CFP®, CDFA | Jan 15, 2026 | Blog, Investing
Adapted from articles by Stacy Francis, CFP®, CDFA®, and Manisha Thakor, MBA, CFA, CFP®. Most portfolios don’t go off track because of one bad decision, they drift over time. Markets move, life changes, and what once felt like the “right mix” can quietly become...
by Stacy Francis, CFP®, CDFA | Jan 6, 2026 | Blog, Investing
Stacy Francis, CFP®, CDFA People often ask me, “Should I buy this stock I heard about?” A good planner’s honest answer is usually: “I don’t know.” Whether buying a particular stock is a good idea depends on: Is it the only stock you’ll own or one of many? How...
by Stacy Francis, CFP®, CDFA | Jan 6, 2026 | Blog, Investing
Adapted from articles by Stacy Francis, CFP®, CDFA®, and Manisha Thakor, MBA, CFA, CFP®. Table of Contents: Introduction: What Does It Really Mean to “Create Wealth”? 1. Getting Ready to Invest 2. Understanding Risk, Return, and Inflation 3. Asset Allocation and...
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