How the CARES Act Affects Your Small Business

How the CARES Act Affects Your Small Business

Join us for this special conversation with Savvy Ladies Founder, Stacy Francis, CFP®, CDFA®, CES™. Stacy will discuss how the CARES Act affects your small business. You’ll learn about the benefits, eligibility, and the application process. About...
What You Need to Know about the Coronavirus and Your Money

What You Need to Know about the Coronavirus and Your Money

In this special conversation with Savvy Ladies Founder, Stacy Francis, CFP®, CDFA®, CES™, we’ll discuss how COVID-19 has impacted the markets. Discover how you can be financially resilient in these times of uncertainty. Learn what moves you can...
How to Protect Your Personal Finances in Divorce

How to Protect Your Personal Finances in Divorce

by Stacy Francis, CFP®, CDFA Divorces are very complicated and can take a huge emotional toll on you. The last thing you need is for your divorce to be a financial disaster, on top of that. One of the biggest questions divorcing couples have is “how are we...
Raiding Your 401(K) Can Be a Divorce Disaster

Raiding Your 401(K) Can Be a Divorce Disaster

By: Stacy Francis It’s more common than you might think: Tapping retirement accounts to make ends meet during divorce. And it’s also potentially much more costly than you realize. Many divorcing spouses find themselves strapped for money to pay for...
Six Financial To-Do’s (and Don’ts) of Wedding Planning

Six Financial To-Do’s (and Don’ts) of Wedding Planning

by Stacy Francis, CFP®, CDFA From choosing decorations and centerpieces, to deciding on the dream tailor-made dresses for you and your bridesmaids, weddings are one of the biggest and most memorable milestones in our lives. While wedding planning can be exciting,...
Be Savvy With Your Tax Refund

Be Savvy With Your Tax Refund

by Stacy Francis, CFP®, CDFA One of the only positive aspects to tax season is your refund. A new pair of shoes, dress or a vacation are all tempting choices for us to spend our tax return money. While a small splurge is a must, these extra dollars also give you a...

Tax Preparation & Filing Made Simple

by Stacy Francis, CFP®, CDFATax season is here! Time to panic over lost receipts, missing information on cost bases for stocks, and 1099s that won’t ever show up; or, time to spend an afternoon with your CPA; or, click a few buttons on your computer...