by Stacy Francis, CFP®, CDFA | Jan 30, 2009 | Blog, Health & Wealth, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI met with a new client yesterday. While this is not unusual, the reason he had come to see me was: he was in his thirties, healthy, athletic – and extremely anxious about the fact that he didn’t have long-term care insurance. While some...
by Stacy Francis, CFP®, CDFA | Jan 28, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAMy girlfriend called me up last night. “So,” she told me, “I was seconds away from selling these bonds I have so that at least I’d get a tax write-off, when I realized that’s not how it works with bonds. If I hold them until maturity, I...
by Stacy Francis, CFP®, CDFA | Jan 23, 2009 | Blog, Divorce, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFA, Founder Savvy Ladies “It is easy to preach financial independence,” a new Savvy Ladies member remarked at a recent seminar, “but I have already spent ten years as a housewife. My husband and I are miserable together, but there’s no way I...
by Stacy Francis, CFP®, CDFA | Jan 21, 2009 | Blog, Family Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAShopping for my new baby earlier today, I met two very anxious soon-to-be mothers. Talking to them made me realize how much easier it is to be pregnant the second time around. Not only am I more relaxed about everything, but I also know...
by Stacy Francis, CFP®, CDFA | Jan 19, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFATax season is here! A great time for anyone expecting a refund, and a not-so-great time for those who now have to come up with a chunk of cash for the IRS, on top of all their other bills and financial responsibilities. For the financially...
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...
