Family
Does Your Head Hurt? How To Choose a Mutual Fund?
by Stacy Francis, CFP®, CDFAThere are so many different kinds of mutual funds, does your head hurt? How do you pick one that's going to make you a ton of money? There are now funds that specialize in so many different parts of the world and so many industry sectors....
Asset Allocation Made Sexy. Where Should You Put Your Money?
by Stacy Francis, CFP®, CDFAAchieving a secure financial future has less to do with picking the right stock or mutual fund and more to do with the method in which you divide or diversify your investments. Studies show that asset allocation will account for about 90%...
Financial Fitness for Newlyweds
Most newlyweds will feel like there’s never enough money and that’s why it’s important to understand your partner’s approach to money before tying the knot!
Mars and Venus – Women, Men and Money
by Stacy Francis, CFP®, CDFAMars may not be so far from Venus when it comes to money. According to a recent Redbook-SmartMoney Survey, most couples aren't wasting time arguing over finances and they have few clashes over cash.One of the most revealing survey questions...
Does Gender Make a Difference?
by Stacy Francis, CFP®, CDFAWomen owned businesses experience greater success than those led by men, according to The Center for Women’s Leadership at Babson College.Increasingly women are playing a larger role in the leadership of family-owned businesses. Women are...
A Spring Makeover for Your Finances
Now that spring has officially sprung, it’s time to start thinking about how we can learn about cleaning out our money closet and find ways to spruce up savings!
Spring Cleaning Your Financial Closet
by Stacy Francis, CFP®, CDFA Spring is a time of renewal, which means there’s no better time than now to dust off your personal budget, dig the change out from under your sofa, and clean the cobwebs off your savings plan. So how do you get started? Begin by reviewing...
The Benefits and Risks of Owning a Home
by Stacy Francis, CFP®, CDFA With all of the excitement in real estate lately, you might be wondering if you should take the plunge and buy a home. Homeownership has many advantages – both financial and personal. But there are many things to consider before you jump...
Be Your Own Knight in Shining Armor
by Stacy Francis, CFP®, CDFAAre you still looking for your knight in shining armor? Or have you already found him? Either way you have your work cut out for you when it comes to finances!$ More than 50 percent of all marriages fail.$ After a divorce, the average woman...
Give the Little Guy a Chance
by Stacy Francis, CFP®, CDFAAs in any crowd, the noisy guys get most of the attention. In the money world, large capitalization (cap) stocks are always on investors' minds because they're so darn big.But a bunch of little stocks, known as the small caps, have been...
How To Increase Your Retirement Confidence
by Manisha Thakor How are we Americans collectively feeling about our retirement prospects? Survey says (and most financial advisors would concur), not so great.Consider this comparative data from an annual study by the Employee Benefit Research Institute:In 2007, the...
Do You Need a Financial Planner or an Investment Manager?
Confused about the differences between a financial planner and an investment manager? MoneyZen Wealth Management CEO Manisha Thakor clarifies.
