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.
The iPod Issue: How Much Can -and Should- You Spend on Your Children?
by Stacy Francis, CFP®, CDFAI took the subway uptown today, to meet a colleague at a favorite lunch place. Turns out, the subway I was in also had twenty-something ten-year-olds, on a field trip coming back from the New York Stock Exchange. As Sebastian is only three,...
Should You Do Your Own Taxes?
by Stacy Francis, CFP®, CDFAMy college friend was red-faced and bursting with anger when we met for after-work cocktails the other day. She arrived straight out of a meeting with her tax accountant, who had failed yet again to get her the tax refund so many people...
Credit Card Overwhelmed: Notes on Debt Consolidation
by Stacy Francis, CFP®, CDFA“My credit cards are driving me insane,” a friend complained to me over mochas (bought with cash) yesterday morning. “It’s like I can’t stop thinking about how much debt I’m in, because the minute I’ve sent off one minimum payment, I get a...
Top Financial Fears
by Stacy Francis, CFP®, CDFAThis weekend, my family and I decided to go for a picnic in the park. So we filled a basket with Dean & Deluca foods and headed outside our door to Battery Park. There, the smell of grass, the sun, and the majestic beauty of the skyline...
Shrinking Your Bills
“The problem with saving,” the woman on the elliptical next to me at the gym the other day told me, upon learning that I am a financial planner, “is that it’s so boring. I feel like I can never do anything fun.”This, fortunately, couldn’t be less true. Try the tips...
Selecting Your Stocks: Technical Analysis
by Stacy Francis, CFP®, CDFAIn the last entry, an email I received inspired a discussion about fundamental stock analysis. This entry covers its counterpart, technical analysis.According to technical analysis, value is truly in the eyes of the beholder. Rather than...
Selecting Your Stocks: Fundamental Analysis
I got an email from a client this morning, raving about this exceptional new stock everyone was talking about. It had already tripled since going public, and all the charts looked amazing.Curious, of course, I went online to do some research. The company was in the...
Laid Off? How to Get Back on Track
by Stacy Francis, CFP®, CDFAI think most of us know someone who has lost his or her job recently. To me, this recession became a reality when a client called mid-afternoon (and mid-latte) yesterday to let me know her company had let her go. Now, being a long term...
Money Management for Couples: What to Do When Your Opinions Differ
by Stacy Francis, CFP®, CDFASomething interesting happened in my latest Savvy Ladies telephone conference. When one woman told the group that her husband’s sloppy attitude toward money was so frustrating to her, she wanted to divorce him for this reason alone, every...
Lending Money to Family and Friends
by Stacy Francis, CFP®, CDFAI received an interesting email this morning. It was from a mother-of-two in her early thirties, who was broke because over the past five years, her parents had continuously borrowed money from her, supposedly to get into some miraculous...
Securing Your Job in Shaky Times
by Stacy Francis, CFP®, CDFAAt the bar in my favorite Asian fusion restaurant the other day, waiting for a table, my hubby and I overheard an interesting conversation between two twenty-something women. Apparently, one of them had lost her job earlier that day, and...
Writing Your Will
by Stacy Francis, CFP®, CDFAI facilitated a workshop at a conference last week, on the topic of wills 200 men and women attended my session. Considering how many attendees the conference had, which was over 5,000, I was shocked to see how few took an interest in...
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