5 Things You Should Know Before You Buy a Stock or Fund

by Stacy Francis, CFP®, CDFAA friend of mine is an aspiring author, and eventually wants to leave her corporate job. Over bouillabaisse and freshly baked baguettes the other night, she announced that she just sold her first short story, to an Ezine. All smiles, she...

The Savvy Guide to Coupons

by Stacy Francis, CFP®, CDFAThink coupons spell cheap and cheesy? So did I, until a couple of weeks ago the woman in front of me in line at the grocery store used a whopping sixteen of them, saving over thirty dollars. This, with hardly any effort! I just had to ask...

5 Quick Fixes for Your FICO Score

by Stacy Francis, CFP®, CDFAAn old friend – a real estate agent in the Midwest sent me an email this morning with a topic she suggested I post in my blog. With real estate prices at record lows, many aspiring homeowners are looking her up. Many fulfill both the...

The Fear Factor: The True Cost of Emotion-Based Investment Decisions

by Stacy Francis, CFP®, CDFAI am very intuitive, said a new client over raw food downtown yesterday. Thank goodness I can finally eat Sushi again. While I was pregnant this food was strictly off limits. Anyways, my client told me that she always listens to her gut...

6 Smart Money Moves in Your Thirties

by Stacy Francis, CFP®, CDFAA couple of weeks ago, I attended my friend’s thirtieth birthday party. A week later, she called my office to schedule an appointment. While I was delighted to accommodate her, I couldn’t help but scratch my head a little. She never asked...

How the Recession Can Help Your Finances

by Stacy Francis, CFP®, CDFAA newsflash from travelzoo.com just plopped down in my inbox. Apparently, this weekend, flight fares between New York and the West Coast run as little as $99, round trip. Now, with two little kids, spontaneous travel is not as easy for me...

Selecting Your Beneficiaries

by Stacy Francis, CFP®, CDFAOne of my best friends is going through a divorce. Over the phone last night, she provided an endearing account of her efforts to make a clean break and start over. Apparently, she even remembered to take her ex out of her will. This...

How to Stay Clear of Cuts in Your Line of Credit

by Stacy Francis, CFP®, CDFAA report from a recent Savvy Ladies meeting revealed that many of you are having your lines of credit slashed. I thought a few pieces of advice could come in handy. A couple of months ago, I touched on the topic in a blog entitled “Will a...

Cash Crunch in Your Forties: Your Children’s Future or Your Own?

by Stacy Francis, CFP®, CDFAThis dreadful dilemma was the main topic of discussion at a recent Savvy Ladies event. And the economy being what it is, alas, it is one to which far too many of us can relate. We all want what’s best for our children, so what could...