A Spring Makeover for Your Finances

Now that spring has officially sprung, it’s time to start thinking about how we can learn about cleaning out our money closet and find ways to spruce up savings!

Spring Cleaning Your Financial Closet

by Stacy Francis, CFP®, CDFASpring is a time of renewal, which means there’s no better time than now to dust off your personal budget, dig the change out from under your sofa, and clean the cobwebs off your savings plan.So how do you get started?Begin by reviewing...

The Benefits and Risks of Owning a Home

by Stacy Francis, CFP®, CDFA With all of the excitement in real estate lately, you might be wondering if you should take the plunge and buy a home. Homeownership has many advantages – both financial and personal. But there are many things to consider before you jump...

Do you have high financial self-esteem?

by Stacy Francis, CFP®, CDFAWhat does self-esteem have to do with money? Actually a lot! Your relationship with money is often a reflection of your self-esteem. So what is high financial self-esteem? A good financial self-esteem is the result of handling your money...

Be Your Own Knight in Shining Armor

by Stacy Francis, CFP®, CDFAAre you still looking for your knight in shining armor? Or have you already found him? Either way you have your work cut out for you when it comes to finances!$ More than 50 percent of all marriages fail.$ After a divorce, the average woman...

Give the Little Guy a Chance

by Stacy Francis, CFP®, CDFAAs in any crowd, the noisy guys get most of the attention. In the money world, large capitalization (cap) stocks are always on investors’ minds because they’re so darn big.But a bunch of little stocks, known as the small caps,...

Are You a Tortoise or a Hare?

by Jillian Beirne DaviToday’s article is about why budgets and diets don’t work. And how to manage the Holiday Hangover you might be feeling.When people decide they’re going to lose weight, or stick to a budget, or finally pay off their credit cards, typically they...

How To Increase Your Retirement Confidence

by Manisha Thakor How are we Americans collectively feeling about our retirement prospects? Survey says (and most financial advisors would concur), not so great.Consider this comparative data from an annual study by the Employee Benefit Research Institute:In 2007, the...

It’s Not Your Pot That Stinks

by Ann WilsonIt’s not the pot, it’s the ingredients that stink!“I don’t want to invest in the stock market. I’ve got an ISA/ Pension/ Superannuation/ Retirement Annuity/ 401K and it is doing terribly”.I get emails like this almost everyday and it makes me mad. Not at...