by Stacy Francis, CFP®, CDFA | Aug 30, 2010 | Blog, Family Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAA new mom the second time around, of course I run into many other new moms. Despite the lack of sleep, they’re all so radiant and happy. However, when they learn that I am a financial planner, a different emotion often surfaces – the...
by Stacy Francis, CFP®, CDFA | Apr 28, 2010 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAMy friend who is a stockbroker wrote heaps of sell tickets for his clients back in December of last year. This may seem controversial, considering that finance gurus always advise us to sell high and buy low and it has been a long, long...
by Stacy Francis, CFP®, CDFA | Mar 31, 2010 | Blog, Budgeting, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFA Having a financial plan in place means more than just having a good asset allocation or some insurance to protect the people you care for. No matter what your age is or income level, you should always have a plan in place. it is...
by Stacy Francis, CFP®, CDFA | Mar 3, 2010 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI met with a new client last week; a woman in her early thirties eager to get started on her nest egg. A discussion of her financial goals and priorities revealed that she hoped the not-so-distant future would bring her not only a home of...
by Stacy Francis, CFP®, CDFA | Jan 13, 2010 | Blog, Debt Management, MidLife Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFALeaving the organic produce store yesterday, a flier on the revolving glass door caught my eye. It was entitled “HEALTH CHECKUP: Do You Have the Supplement Basics Covered?” and listed five types of supplements – multivitamins,...
by Stacy Francis, CFP®, CDFA | Nov 24, 2009 | Blog, Marriage, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAIt is rare that anyone cries in my office, but it did happen last week. A client reported between sobs that her dad had passed on a while back. Not only was she paralyzed with grief; she had also just learned that she wouldn’t get a dime...
