‘Tis the Season for Savvy Spending

by Stacy Francis, CFP®, CDFAStretching your holiday budget doesn’t mean you’ll be giving lumps of coal as gifts this holiday season. Smart shoppers have always known that the holiday season doesn’t have to cost a lot to be fun.Here are a few tips...

End of Year Tax Tips for the Savvy Investor

The end of the year is approaching! Here are some tax strategies that you can put into effect before the end of the year and can help you file your tax returns.

Top Tips for Saving on Holiday Airfare

If you’re one of the millions of Americans planning to fly this holiday season, you’ll need to plan ahead. Here are some top tips to keep your holiday travel from busting your bank account. 

Use It or Lose It: 25 Ways to Spend Your Flex Account

Flexible spending accounts offer employees a great way to pay for medical expenses. You can use the flexible spending account money for almost any health-related expense that isn’t covered by insurance listed here.

Investing 101

by Stacy Francis, CFP®, CDFAIf you’re a novice investor — or you’re looking to brush up on a specific investing concept — this is the article for you. Savvy investing requires knowledge of several key financial concepts as well as an...

Stop Flirting With Disaster

by Stacy Francis, CFP®, CDFANobody likes (or needs) to spend much time thinking about a possible future disaster. But sometimes an ounce of prevention is worth a lot more than a pound of cure. Losing precious documents to disasters such as theft, fire, earthquake...

Will Millions Make You Happier?

by Stacy Francis, CFP®, CDFAYou’ve heard it ad infinitum, “Money can’t buy happiness.” Now there’s scientific data to give the old saw new teeth.University of Southern California economist Richard Easterlin surveyed 1,500 people over...
Buying a Home When You’re Female and Single

Buying a Home When You’re Female and Single

by Stacy Francis, CFP®, CDFAAre you thinking about buying a home? Here’s some expert adviceA lovely little house with a white picket fence and a husband to buy it for her used to be the average little girl’s fantasy, or so goes the stereotype. But...