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
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 these...The New Ozzy and Harriet – Financial Tips for Unmarried Couples
Single couples face unique money issues, and are less likely to plan for their financial future than married couples. Here are some financial tips that can help you both plan ahead!
Do You Know Where Your Investments Are?
by Stacy Francis, CFP®, CDFAA survey of those who own mutual funds found about 40 per cent didn’t know the names of the funds they bought. Even if you are a pro when it comes to rattling off the latest mutual fund you purchased, you still may not have a clue...Savvy Ladies Celebrates Labor Day
Labor Day is dedicated to the social and economic achievements of American workers. It’s the perfect time to make sure your company and country are paying their dues to you.
An Emergency Fund: Your First Line Of Defense
If you don’t have an emergency fund, it’s time to get serious about building one. An energency fund helps you to sock away money that you might need for a rainy day.
How Smart Investors Blow It
by Stacy Francis, CFP®, CDFAGoing back to the early 2000s, our friends at Dalbar have been conducting a study to determine whether investors’ investment decisions impacts their investment performance. Unfortunately, it does. In a BIG way. As with every year’s study so...Top IRA Trouble Spots
by Stacy Francis, CFP®, CDFAIndividual Retirement Accounts (IRAs) now hold more assets than any other retirement savings vehicles, but many people do not understand how they work and many IRA owners make critical mistakes that can cost them money. Here are some ways...Making Money a Family Affair
Make saving a habit not only for you, but for every member of the family including children. Check out these fantastic money-saving products for your child.