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Savvy Ladies is a 501(c)(3) nonprofit organization providing free financial education to all women.

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

by Stacy Francis, CFP®, CDFA | Apr 30, 2009 | Blog, MidLife Finances, Stacy $avvy Advice

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...

Use the Wallet-Half-Full Approach and Make Your Financial Dreams Come True

by Stacy Francis, CFP®, CDFA | Apr 28, 2009 | Blog, Budgeting, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAThe book “Unwinding the Clock. Ten Thoughts on Our Relationship to Time” sat on my bedside table for months after a friend gave it to me. This past weekend, I finally got around to reading it – and I liked it much more than I thought I...

How to Make Savings Easier Done Than Said

by Stacy Francis, CFP®, CDFA | Apr 23, 2009 | Blog, Investing

Over the past couple of months, I’ve been blown away by the number of people who’ve decided that now is when they’re going to start saving – and, as a consequence, looked me up. I met with three just this morning! Unfortunately, no matter how much they want to, many...

Spousal IRA 101

by Stacy Francis, CFP®, CDFA | Apr 17, 2009 | Blog, Marriage, Retirement, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAA woman approached me after maternity yoga last night. My husband is stoked about this child, she told me, and when my maternity leave is up, he would like to be a stay-at-home dad for a couple of years. I already know this means he won’t...

Term or Whole Life Insurance – Which Is Right for You?

by Stacy Francis, CFP®, CDFA | Apr 15, 2009 | Blog, MidLife Finances, Retirement, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAI had breakfast with a new client this morning, at a cozy new bakery around the corner from my office. While the fruit and croissants couldn’t have been better, our conversation was anything but. My new client was- like so many people these...

I Lost My Job – What About Health Insurance?

by Stacy Francis, CFP®, CDFA | Apr 13, 2009 | Blog, Career & Income, Health & Wealth, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAI received an email from a Savvy Ladies member today; a heartbreaking tale of how she had been laid off, and was now trying to figure out how to survive – and feed her two small children, as she is a single mom. One of the expenses she...
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