Investing

Donating to Non-Profits: Good Karma and Even Better Tax Breaks

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...

Not the End of the World – The Cyclical Nature of the Economy

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...

Real Estate: Reading the Fine Print Before You Commit

by Stacy Francis, CFP®, CDFA | Jan 2, 2009 | Blog, Investing, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAReading the Fine Print Before You CommitAfter December’s holiday festivities, January can feel like a dreary, lonely month. So you can imagine how delighted I was when I picked up the mail the other week and found an invitation to a...

Scoring a Mortgage in Turbulent Times

by Stacy Francis, CFP®, CDFA | Nov 11, 2008 | Blog, Investing, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFA“For years,” a woman said during a recent telephone conference, “I was waiting for the real estate bubble to burst so that I could buy something. Now that it finally has, no one can get a mortgage.”While it is true that it is much more...

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...

What Are Stock Options and How Do They Work?

by Savvy Ladies | Oct 9, 2008 | Blog, Investing

by Stacy Francis, CFP®, CDFAThis question popped up during a recent Savvy Ladies meeting. This Savvy Lady saw an advertisement on the internet for a course called Stock Options for the Savvy Trader – Make Millions With Little To No Risk. Should she sign up? It seemed...