by Stacy Francis, CFP®, CDFA | Mar 13, 2009 | Blog, Family Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAWith the birth of my daughter just around the corner, my husband and I spent Sunday afternoon reviewing our family’s insurance coverage. Many times, the addition of a new family member means that a different provider or different type of...
by Stacy Francis, CFP®, CDFA | Mar 9, 2009 | Blog, Budgeting, Stacy $avvy Advice, Taxes
by Stacy Francis, CFP®, CDFAWith only weeks to go before the arrival of my daughter, I go to a great deal of routine checkups. Fortunately, my doctor’s office is an efficient one, and I rarely have to wait for more than ten minutes. Yesterday, the other mother-to-be...
by Stacy Francis, CFP®, CDFA | Mar 6, 2009 | Blog, Family Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAWhen I showed up at a recent Savvy Ladies seminar with my big belly, naturally, the conversation gravitated toward money and parenthood. Many soon-to-be and new mothers expressed concern about making financial mistakes that could hurt their...
by Stacy Francis, CFP®, CDFA | Mar 4, 2009 | Blog, Budgeting, Family Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI met with a group of new mothers last week, who were eager to sort out their budgets now that two had become three. They all had a good understanding of the types of costs involved, but like many new parents, had underestimated the dollar...
by Stacy Francis, CFP®, CDFA | Mar 2, 2009 | Blog, Family Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAOne of the moms from the park called me last night, in tears. Not only had she come back to her apartment to find the door ajar and her things all over the floor – when she got hold of the landlord, he informed her that his insurance policy...
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...
