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 Vital Questions for New Parents
by Stacy Francis, CFP®, CDFAShopping for my new baby earlier today, I met two very anxious soon-to-be mothers. Talking to them made me realize how much easier it is to be pregnant the second time around. Not only am I more relaxed about everything, but I also know...
Donating to Non-Profits: Good Karma and Even Better Tax Breaks
by Stacy Francis, CFP®, CDFATax season is here! A great time for anyone expecting a refund, and a not-so-great time for those who now have to come up with a chunk of cash for the IRS, on top of all their other bills and financial responsibilities. For the financially...
I Was Planning to Retire in 2009 – Now What?
by Stacy Francis, CFP®, CDFAFor years, I would run into the same neighbor every time I went down to the corner shop – an incredibly dedicated and brilliant science teacher called Matt. For years, that is, until he realized his dream of retiring and buying a ranch in...
Not the End of the World – The Cyclical Nature of the Economy
by Stacy Francis, CFP®, CDFADuring a recent charity dinner, I ended up at the same table as a successful financial newsletter writer. He is semi-retired now, in his seventies, but the many years he spent studying the financial markets and the economy have provided him...
Money New Year’s Resolution
by Stacy Francis, CFP®, CDFAThis time of the year, inevitably, conversations gravitate toward the topic of New Year’s resolutions. While the vast majority tend to be not only generic (stop smoking, anyone? Join a gym?), but also difficult to follow (everyone has an...
Retirement Savings Dos and Don’ts
by Stacy Francis, CFP®, CDFAI had dinner with my best friends last night – a monthly tradition that usually turns into a full night of fun. Not this time, however. It turned out my friends were all in a state over their retirement accounts. Their mutual funds invested...
Real Estate: Reading the Fine Print Before You Commit
by Stacy Francis, CFP®, CDFAReading the Fine Print Before You CommitAfter December’s holiday festivities, January can feel like a dreary, lonely month. So you can imagine how delighted I was when I picked up the mail the other week and found an invitation to a...
Job Loss – Now What?
by Stacy Francis, CFP®, CDFAWe all know someone who lost his or her job last year. For my husband’s friend, though, it seemed to happen out of the blue – he is a news producer at a major news station. But with dwindling demand for advertising time, many stations are...
What Size Mortgage Can You Afford?
by Stacy Francis, CFP®, CDFAWith real estate prices free falling in many areas, mortgages seem to be the topic on everyone’s minds. It is hard to narrow down all the different concerns people have into a structured format, but my facilitators report that one of the...
Credit Card Myths
by Stacy Francis, CFP®, CDFAI went for a run in the park this morning, with my favorite workout pal. Thank goodness she is a good friend as I don’t run as fast as I used to now being pregnant. Anyways, she surprised me mid-run by asking whether it was really necessary...
Scoring a Mortgage in Turbulent Times
by Stacy Francis, CFP®, CDFA“For years,” a woman said during a recent telephone conference, “I was waiting for the real estate bubble to burst so that I could buy something. Now that it finally has, no one can get a mortgage.”While it is true that it is much more...
Money Making Tips for Tough Times
by Stacy Francis, CFP®, CDFAOne of my mom’s friends has a daughter who studied interior design, and then scored an assistant manager position in an upscale furniture store right out of college. She was estatic, loving everything about her job . . . until last week,...
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