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...
by Savvy Ladies | Dec 8, 2025 | Blog, Budgeting
Adapted from the following original Savvy Ladies articles: “3 Places to Save Money Around the Holidays”, “Suze Orman on Limiting Holiday Spending Damage” by Stacy Francis, CFP®, CDFA, “Top Tips for Saving on Holiday Airfare” by Stacy Francis, CFP®, CDFA,...
by Susanna Anim-Mensah | Dec 8, 2025 | Blog, Budgeting, Debt Management, Financial Literacy
Editor’s Note: The recent government shutdown may have ended, but many women and families are still feeling its financial ripple effects. Whether you experienced furloughs, missed paychecks, or are navigating your own form of economic uncertainty or job loss,...
