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, we...
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 keyboard? It all...

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 keyboard? It all...

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 personal...

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 New York. His...

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 a lunch...