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...
by Stacy Francis, CFP®, CDFA | Apr 1, 2009 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFANo matter how hard we try to focus on the positives and maintain an optimistic outlook on the future, no doubt things are getting ugly out there. This really dawned on me while reading a report from a recent out-of-state Savvy Ladies...
by Stacy Francis, CFP®, CDFA | Feb 27, 2009 | Blog, Investing, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAWhat a day! I met with a total of six different clients, updating their portfolios and helping them set financial goals for the new year. This is what I love the most about this time of the year: change is in the air, and people want to...
by Stacy Francis, CFP®, CDFA | Jan 16, 2009 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAFor years, I would run into the same neighbor every time I went down to the corner shop – an incredibly dedicated and brilliant science teacher called Matt. For years, that is, until he realized his dream of retiring and buying a ranch in...
by Stacy Francis, CFP®, CDFA | Jan 5, 2009 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI had dinner with my best friends last night – a monthly tradition that usually turns into a full night of fun. Not this time, however. It turned out my friends were all in a state over their retirement accounts. Their mutual funds invested...
by Stacy Francis, CFP®, CDFA | Oct 15, 2008 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAMy mom flew in from Michigan last week to spend some time with us here in New York. We just went out for dinner celebrating the anniversary of her retirement and how smooth and easy this transition from employed to retired has been. She was...
