by Savvy Ladies | Apr 15, 2015 | Family Finances, Webinar Family, Webinars
The M Word: The Money Talk Every Family Needs to Have about Wealth and their Financial FutureThis webinar will teach you:The M Word 5 Step Process to Guide Through Life’s TransitionsSuccessful transitions in life require meaningful preparation, trust and...
by Stacy Francis, CFP®, CDFA | Mar 16, 2015 | Blog, Family Finances, Stacy $avvy Advice, Taxes
by Stacy Francis, CFP®, CDFAThere are tax breaks for parents and children; you just have to constantly keep up with the tax changes. Here are a few ways you can save on taxes.Take advantage of tax credits – You may be able to claim the $1,000 Child tax credit for each...
by Stacy Francis, CFP®, CDFA | Feb 16, 2015 | Blog, Family Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI spent last night in bed with the latest Eckhart Tolle book and, not surprisingly, it got me thinking about the ever-changing nature of the universe. From Sartre to the Dalai Lama – this is one of the few things on which all the wise men...
by Savvy Ladies | Sep 22, 2014 | Blog, Family Finances
by Stacy Francis, CFP®, CDFAThousands of young people will enter America’s colleges and universities this fall. Will your child be able to afford to go to school? With the skyrocketing cost of college many parents consider college tuition a luxury they cannot...
by Manisha Thakor | Jul 5, 2011 | Blog, Family Finances
by Manisha ThakorDo your children think you are a walking ATM?If you are tired of “must-have-that-toy-right-now” tantrums as you walk down the aisles of Target or Toys “R” Us, go straight to your nearest bookstore and buy Alisa T. Weinstein’s new...
by Stacy Francis, CFP®, CDFA | Dec 30, 2010 | Blog, Family Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAHave you ever given a dollar to your child and seen the expression of awe on their face? Imagine how that expression can change in a few years when they have their own bank account that has increased because of interest. The problem?...
