Family

Wealth Book for Women

In this interview with Kevin Ellman, we discuss women’s 3 primary fears about their financial future and how to overcome them.

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...

Money and Emotions

Financial decision making can be highly emotional. We’ll discuss how make the best financial decisions even when we are overwhelmed.

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...