by Stacy Francis, CFP®, CDFA | Feb 18, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI just returned from a lovely weekend of skiing in Vermont. Being pregnant meant that I got to enjoy lovely hot chocolate in the lodge. One of my hubby’s friends just bought a gorgeous cabin there, and invited us to come check it out....
by Stacy Francis, CFP®, CDFA | Feb 16, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFARemember my friend who is moving to Miami? She called again last night, to report that she is flying down there this weekend to start looking at condos. She asked me to put together a list of things to keep in mind as she browses the market...
by Stacy Francis, CFP®, CDFA | Feb 13, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAFebruary has never been the most pleasant month in the Northeast, but I was still shocked when a friend called me up last night to inform me that she is leaving town – for good! When she learned that she could get her hands on a condo in...
by Stacy Francis, CFP®, CDFA | Jan 28, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAMy girlfriend called me up last night. “So,” she told me, “I was seconds away from selling these bonds I have so that at least I’d get a tax write-off, when I realized that’s not how it works with bonds. If I hold them until maturity, I...
by Stacy Francis, CFP®, CDFA | Jan 19, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFATax season is here! A great time for anyone expecting a refund, and a not-so-great time for those who now have to come up with a chunk of cash for the IRS, on top of all their other bills and financial responsibilities. For the financially...
by Stacy Francis, CFP®, CDFA | Jan 14, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFADuring a recent charity dinner, I ended up at the same table as a successful financial newsletter writer. He is semi-retired now, in his seventies, but the many years he spent studying the financial markets and the economy have provided him...
