Financial Wellness Checkup: How Healthy Are You?

Financial Wellness Checkup: How Healthy Are You?

Adapted from an article by Stacy Francis Especially in this tumultuous time, it’s important to not only check up on your physical health, but your financial health as well. Use this checklist to make sure your finances are healthy.Do You…Use a budget: Such...

5 Affordable Beauty Tips for Summer

By: Tori Lutz Everyone wants to look their best, particularly during summer months when you get to show some skin. Fancy beauty treatments that help you get to that goal look can get quite expensive, though, if you don’t budget wisely and find some ways to save money...

Tax Help for Your 2018 Filing

2018 Marginal Income Tax Rates and BracketsRevised  Income Brackets and Marginal Tax Rates  What are marginal tax rates?  It’s the percentage of your income that you pay in taxes.  Good news –the brackets (or income ranges) were lowered so most of...

Money Talks – Get in on the Conversation

By: Liz WolfeA hot topic these days is why the “1%” have accumulated so much wealth.  Perhaps you’ve seen the video that went viral demonstrating, with impressive graphics and mind-boggling statistics the chasm between the nation’s wealthiest and the bottom...

Empowering Women: Four Ways to Improve Your Financial Well-Being

By: Marguerita M. ChengAs a financial planner, I look back at the generations of women who throughout American history have drawn on their intelligence, imagination, and sense of wonder to make extraordinary contributions, and I am awed.I’m also not surprised at how...

New versus used vehicles: How do you choose?

by Jennifer McDermottPurchasing a vehicle is a very exciting financial milestone in anyone’s life. It’s a symbol of independence and lifestyle. The tricky question to ask yourself is: should you buy new or used? Both have their pros and cons when it comes to cost,...
Be Savvy With Your Tax Refund

Be Savvy With Your Tax Refund

by Stacy Francis, CFP®, CDFA One of the only positive aspects to 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...

Do Money Books For Women Hurt Women?

by Manisha ThakorWhat do you think…Do personal finance books written by women for women perpetuate the myth that women are bad with money?Why is there a “money management for women” section but no “money management for men” section at...

Simplify Your Life and Save Time

by Stacy Francis, CFP®, CDFAI spent an hour last night paying bills and double-checking credit card transactions after my son and daughter went to bed. When I told a friend about it over the phone, she laughed and told me that’s nothing. Last weekend, she spent Friday...

Money Myths That Hold You Back

by Stacy Francis, CFP®, CDFALast week, I had the opportunity to help an extremely wealthy woman sort out her finances. Now, my favorite part about this is not the fact that she is one of the largest clients I have ever signed, but that she is an interior designer. She...