What Every Woman Needs to Know About Investing and Financial Planning
Creating and executing a financial plan. Stocks, bonds, and tax-efficient investing. Taking control of your emotions and becoming your boldest self. Read some of our most favorite articles and learn with our amazing community of experts who share their wisdom and tips to achieve a successful financial future.
5 Quick Fixes for Your FICO Score
by Stacy Francis, CFP®, CDFAAn old friend - a real estate agent in the Midwest sent me an email this morning with a topic she suggested I post in my blog. With real estate prices at record lows, many aspiring homeowners are looking her up. Many fulfill both the down...
The Fear Factor: The True Cost of Emotion-Based Investment Decisions
by Stacy Francis, CFP®, CDFAI am very intuitive, said a new client over raw food downtown yesterday. Thank goodness I can finally eat Sushi again. While I was pregnant this food was strictly off limits. Anyways, my client told me that she always listens to her gut...
How the Recession Can Help Your Finances
by Stacy Francis, CFP®, CDFAA newsflash from travelzoo.com just plopped down in my inbox. Apparently, this weekend, flight fares between New York and the West Coast run as little as $99, round trip. Now, with two little kids, spontaneous travel is not as easy for me...
Opportunity Cost and Holidays: Should You Stretch Your Budget for a Longer Vacation?
by Stacy Francis, CFP®, CDFADuring the latest Savvy Ladies teleconference, the topic of conversation was much rosier than the typical ones these days (unemployment, recession, and ways to cut spending). One member had just quit her job to realize a long-lost dream: to...
Selecting Your Beneficiaries
by Stacy Francis, CFP®, CDFAOne of my best friends is going through a divorce. Over the phone last night, she provided an endearing account of her efforts to make a clean break and start over. Apparently, she even remembered to take her ex out of her will. This...
Cash Crunch in Your Forties: Your Children’s Future or Your Own?
by Stacy Francis, CFP®, CDFAThis dreadful dilemma was the main topic of discussion at a recent Savvy Ladies event. And the economy being what it is, alas, it is one to which far too many of us can relate. We all want what’s best for our children, so what could...
Use the Wallet-Half-Full Approach and Make Your Financial Dreams Come True
by Stacy Francis, CFP®, CDFAThe book “Unwinding the Clock. Ten Thoughts on Our Relationship to Time” sat on my bedside table for months after a friend gave it to me. This past weekend, I finally got around to reading it – and I liked it much more than I thought I...
How to Make Savings Easier Done Than Said
Over the past couple of months, I’ve been blown away by the number of people who’ve decided that now is when they’re going to start saving – and, as a consequence, looked me up. I met with three just this morning! Unfortunately, no matter how much they want to, many...
Spousal IRA 101
by Stacy Francis, CFP®, CDFAA woman approached me after maternity yoga last night. My husband is stoked about this child, she told me, and when my maternity leave is up, he would like to be a stay-at-home dad for a couple of years. I already know this means he won’t...
Term or Whole Life Insurance – Which Is Right for You?
by Stacy Francis, CFP®, CDFAI had breakfast with a new client this morning, at a cozy new bakery around the corner from my office. While the fruit and croissants couldn’t have been better, our conversation was anything but. My new client was- like so many people these...
I Lost My Job – What About Health Insurance?
by Stacy Francis, CFP®, CDFAI received an email from a Savvy Ladies member today; a heartbreaking tale of how she had been laid off, and was now trying to figure out how to survive – and feed her two small children, as she is a single mom. One of the expenses she...
Cheap and Expensive Cars to Insure
by Stacy Francis, CFP®, CDFAWhen I bought my son a Scion Tc, a client told me over mid-morning mochas the other day, I didn’t anticipate that my insurance bill would skyrocket. I suppose I sort of assumed it wouldn’t make that much of a difference.The key to staying...
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