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Money Management for Couples: What to Do When Your Opinions Differ

by Stacy Francis, CFP®, CDFA | Oct 22, 2008 | Blog, Marriage, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFASomething interesting happened in my latest Savvy Ladies telephone conference. When one woman told the group that her husband’s sloppy attitude toward money was so frustrating to her, she wanted to divorce him for this reason alone, every...

Lending Money to Family and Friends

by Stacy Francis, CFP®, CDFA | Oct 21, 2008 | Blog, Family Finances, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAI received an interesting email this morning. It was from a mother-of-two in her early thirties, who was broke because over the past five years, her parents had continuously borrowed money from her, supposedly to get into some miraculous...

Securing Your Job in Shaky Times

by Stacy Francis, CFP®, CDFA | Oct 20, 2008 | Blog, Career & Income, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAAt the bar in my favorite Asian fusion restaurant the other day, waiting for a table, my hubby and I overheard an interesting conversation between two twenty-something women. Apparently, one of them had lost her job earlier that day, and...

Writing Your Will

by Stacy Francis, CFP®, CDFA | Oct 17, 2008 | Blog, Estate Planning, MidLife Finances, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAI facilitated a workshop at a conference last week, on the topic of wills 200 men and women attended my session. Considering how many attendees the conference had, which was over 5,000, I was shocked to see how few took an interest in...

Shopping for a Home

by Stacy Francis, CFP®, CDFA | Oct 16, 2008 | Blog, Investing, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAMy husband and I just purchased our home and are so excited and smiley these days, when you see us you think we have slept with a hanger in our mouth. A home is something almost everyone wants, but acquiring one can take a lot of work – and...

Five Things to Ask Yourself about Your Retirement

by Stacy Francis, CFP®, CDFA | Oct 15, 2008 | Blog, Retirement, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAMy mom flew in from Michigan last week to spend some time with us here in New York. We just went out for dinner celebrating the anniversary of her retirement and how smooth and easy this transition from employed to retired has been. She was...
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