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...
by Stacy Francis, CFP®, CDFA | Jul 22, 2008 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAWhen should I retire? a woman called me up to ask today. I found it charming; quaint, even, to make such a complex question sound so simple. If only it were so simple that I could just have spouted out age 65 or 55. Would not it be...
by Stacy Francis, CFP®, CDFA | Jul 11, 2008 | Blog, Investing, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI feel like we all need to have extra strong antacids to deal with the chaotic behavior of the market. With the US stock markets as steady as, say, a blind man on stilts, stability and safety are the topics on everyone’s minds. How do I put...
by Stacy Francis, CFP®, CDFA | Jul 1, 2008 | Blog, Investing, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAA client came into my office today, worried about how in the world she’s supposed to set money aside for retirement, when she is living paycheck to paycheck. A highly relevant question, I’d say. Because let’s face it. No matter how savvy an...
