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Savvy Ladies is a 501(c)(3) nonprofit organization providing free financial education to all women.

Selecting Your Beneficiaries

by Stacy Francis, CFP®, CDFA | May 7, 2009 | Blog, caregiving, MidLife Finances, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAOne of my best friends is going through a divorce. Over the phone last night, she provided an endearing account of her efforts to make a clean break and start over. Apparently, she even remembered to take her ex out of her will. This...

Cash Crunch in Your Forties: Your Children’s Future or Your Own?

by Stacy Francis, CFP®, CDFA | Apr 30, 2009 | Blog, MidLife Finances, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAThis dreadful dilemma was the main topic of discussion at a recent Savvy Ladies event. And the economy being what it is, alas, it is one to which far too many of us can relate. We all want what’s best for our children, so what could...

Term or Whole Life Insurance – Which Is Right for You?

by Stacy Francis, CFP®, CDFA | Apr 15, 2009 | Blog, MidLife Finances, Retirement, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAI had breakfast with a new client this morning, at a cozy new bakery around the corner from my office. While the fruit and croissants couldn’t have been better, our conversation was anything but. My new client was- like so many people these...

Writing Your Will

by Stacy Francis, CFP®, CDFA | Oct 17, 2008 | Blog, Estate Planning, MidLife Finances, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAI facilitated a workshop at a conference last week, on the topic of wills 200 men and women attended my session. Considering how many attendees the conference had, which was over 5,000, I was shocked to see how few took an interest in...
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