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,...

You’re in Balance! But Are Your Investments?

Twist and turns… Up and down… The investment markets are going through another wild year—fortunately, this time, the volatility is generally in a positive direction. But the dramatic swing in stock returns after three bear years, along with dramatic swings in some...

Better For It – How To Start Your Financial Fitness Regimen

by Shurnette Henry Nike has perhaps its greatest campaign ever running right now. It’s the one where several women are embarking on their individual fitness journeys for the first time, and they’re each experiencing that beginning stage of getting started – the...

Playing It Safe Is Not So Safe After All

by Stacy Francis, CFP®, CDFAA recent study found that Americans put a smaller portion of their savings in stock market investments than people from some other countries.We think we’re playing it safe by keeping the bulk of our money in cash instruments like...

Investing 101

by Stacy Francis, CFP®, CDFAIf you’re a novice investor — or you’re looking to brush up on a specific investing concept — this is the article for you. Savvy investing requires knowledge of several key financial concepts as well as an...

Stop Flirting With Disaster

by Stacy Francis, CFP®, CDFANobody likes (or needs) to spend much time thinking about a possible future disaster. But sometimes an ounce of prevention is worth a lot more than a pound of cure. Losing precious documents to disasters such as theft, fire, earthquake or...

Will Millions Make You Happier?

by Stacy Francis, CFP®, CDFAYou’ve heard it ad infinitum, “Money can’t buy happiness.” Now there’s scientific data to give the old saw new teeth.University of Southern California economist Richard Easterlin surveyed 1,500 people over...
Buying a Home When You’re Female and Single

Buying a Home When You’re Female and Single

by Stacy Francis, CFP®, CDFAAre you thinking about buying a home? Here’s some expert adviceA lovely little house with a white picket fence and a husband to buy it for her used to be the average little girl’s fantasy, or so goes the stereotype. But these...