Family
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 about the...
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.
Helping the Medicine Go Down – Medicare and You
Is your 65th birthday approaching? Find out how you can qualify for Medicare or Social Security benefits!
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.
Catch Up with Your Cash
Are you trying to make up for lost time with your savings? Here are a couple strategies that can help you get back on track and get money working for you!
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...
Mid- Year New Year’s Resolutions for the Savvy Lady
It’s halfway through the year and it’s time to make some changes! If you are REALLY serious about saving money and are willing to make a few changes in your spending habits, then read on!
Make Sure Your Cash Works as Hard as You Do
One of the easiest ways to get higher interest rates on your checking and savings is to do your banking online.
Overreacting to the Market
by Stacy Francis, CFP®, CDFAIf you are developing a nervous twitch lately it may be a sign that you are a market over-reactor. While there will always be an economist that preaches doom and gloom, be assured that while the economy may have slowed, it hasn't fallen off...
Should You Be on the Field or On the Sidelines?
by Stacy Francis, CFP®, CDFAWhen the market is in transition, it's tough to decide whether to be in the game or on the sidelines. In order to know the answer to this question what we really need is a crystal ball. Since neither you nor I have access to a crystal ball...
