by Stacy Francis, CFP®, CDFA | Jul 28, 2014 | Blog, Retirement, Stacy $avvy Advice
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...
by Galia Gichon | Jan 7, 2013 | Blog, Retirement
by Galia GichonA client of mine recently asked me HOW, WHERE and WHAT to invest in an IRA. I realized so many of you have those same questions. Before you begin investing in an IRA, ask these questions:Do you already have an IRA or any other investments...
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...