Taxes: Quick Tips & Free Resources for Women

With all these issues facing women and their taxes, it is crucial to know where you can get help. The good news is that it’s pretty easy to find help with taxes.

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...

Top Tax Tips for Prudent Parents

There are tax breaks for parents and children; you just have to constantly keep up with the tax changes. Here are a few ways you can save on taxes.

What Is Your Money Personality?

by Stacy Francis, CFP®, CDFAPersonalities are as different as snowflakes. And our personalities around money are no exception. Deborah Price, money coach and author, suggests there are eight money personalities that people fall into.By understanding your own...

What Type of Spender Are You?

by Stacy Francis, CFP®, CDFA One of my hubby’s friends works with statistics. He’s one of those people who take an honest interest in how many pets we have per capita in different states, and how many more children families produce in Arkansas than in...

Reduce Stressful Decision-Making

by Stacy Francis, CFP®, CDFAMy brain short-circuited today at Subway. Did I want tuna, or turkey, or veggies, or chicken? I’m sure you know the feeling. Your head spins with what-ifs and doubt and anxiety until you can’t think at all. And this was only...

Provide a Safety Net for Your Family

by Stacy Francis, CFP®, CDFAI spent last night in bed with the latest Eckhart Tolle book and, not surprisingly, it got me thinking about the ever-changing nature of the universe. From Sartre to the Dalai Lama – this is one of the few things on which all the...

15 (Frugal) Ways to Date Your Mate

by Stacy Francis, CFP®, CDFA Maybe you have a date with that special someone on Valentine’s Day or a romantic dinner with your significant other. Whatever the situation, below are some ideas for a great cheap date with your honey that will save you lots of...

Simplify Your Life and Save Time

by Stacy Francis, CFP®, CDFAI spent an hour last night paying bills and double-checking credit card transactions after my son and daughter went to bed. When I told a friend about it over the phone, she laughed and told me that’s nothing. Last weekend, she...

Money Myths That Hold You Back

by Stacy Francis, CFP®, CDFALast week, I had the opportunity to help an extremely wealthy woman sort out her finances. Now, my favorite part about this is not the fact that she is one of the largest clients I have ever signed, but that she is an interior designer....