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Not the End of the World – The Cyclical Nature of the Economy

by Stacy Francis, CFP®, CDFA | Jan 14, 2009 | Blog, Investing, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFADuring a recent charity dinner, I ended up at the same table as a successful financial newsletter writer. He is semi-retired now, in his seventies, but the many years he spent studying the financial markets and the economy have provided him...

Money New Year’s Resolution

by Stacy Francis, CFP®, CDFA | Jan 6, 2009 | Blog, Health & Wealth, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAThis time of the year, inevitably, conversations gravitate toward the topic of New Year’s resolutions. While the vast majority tend to be not only generic (stop smoking, anyone? Join a gym?), but also difficult to follow (everyone has an...

Retirement Savings Dos and Don’ts

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...

Real Estate: Reading the Fine Print Before You Commit

by Stacy Francis, CFP®, CDFA | Jan 2, 2009 | Blog, Investing, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAReading the Fine Print Before You CommitAfter December’s holiday festivities, January can feel like a dreary, lonely month. So you can imagine how delighted I was when I picked up the mail the other week and found an invitation to a...

Job Loss – Now What?

by Stacy Francis, CFP®, CDFA | Dec 31, 2008 | Blog, Career & Income, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAWe all know someone who lost his or her job last year. For my husband’s friend, though, it seemed to happen out of the blue – he is a news producer at a major news station. But with dwindling demand for advertising time, many stations are...

What Size Mortgage Can You Afford?

by Stacy Francis, CFP®, CDFA | Nov 14, 2008 | Blog, Budgeting, Stacy $avvy Advice

by Stacy Francis, CFP®, CDFAWith real estate prices free falling in many areas, mortgages seem to be the topic on everyone’s minds. It is hard to narrow down all the different concerns people have into a structured format, but my facilitators report that one of the...
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