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.
Shopping for a Home
by Stacy Francis, CFP®, CDFAMy husband and I just purchased our home and are so excited and smiley these days, when you see us you think we have slept with a hanger in our mouth. A home is something almost everyone wants, but acquiring one can take a lot of work – and...
Five Things to Ask Yourself about Your Retirement
by Stacy Francis, CFP®, CDFAMy mom flew in from Michigan last week to spend some time with us here in New York. We just went out for dinner celebrating the anniversary of her retirement and how smooth and easy this transition from employed to retired has been. She was...
Great Ways to Shop More and Spend Less
by Stacy Francis, CFP®, CDFA Shopping tips from the recession in 2008 still hold true today, if not more so. Online shopping is the norm today in 2022 and looking to compare pricing online makes it easier to find the best price for what you are looking for. Savvy...
What Are Living Trusts and How Do They Work?
by Stacy Francis, CFP®, CDFADuring a charity dinner last night, one of the women mentioned that she and her husband are drafting a trust. The discussion then went from wills to trusts and back to wills again as the other people at the table tried to grasp the...
What Are Stock Options and How Do They Work?
by Stacy Francis, CFP®, CDFAThis question popped up during a recent Savvy Ladies meeting. This Savvy Lady saw an advertisement on the internet for a course called Stock Options for the Savvy Trader – Make Millions With Little To No Risk. Should she sign up? It seemed...
Creating a Safety Blanket in Case of a Lay-Off
by Stacy Francis, CFP®, CDFAI was recently on the Today Show talking about how to recession proof your finances when facing a layoff. Not the most upbeat interview. Not only is NBC covering this story but watching the evening news last night was depressing to say the...
Suze Orman on Limiting Holiday Spending Damage
by Stacy Francis, CFP®, CDFA I read an excellent Suze Orman article last night, and thought I should share. Use these five easy techniques, and it will make all the difference this holiday season. Consider credit card interest rates. If you plan to pay off your...
The Postnup
by Stacy Francis, CFP®, CDFAOne of the main topics at my latest seminar was prenup’s younger cousin, the postnuptial agreement, or postnup. “I didn’t sign a prenup,” one woman confessed, “and my husband’s spending habits are keeping me up at night. But if I demand...
Marriage and Money
by Stacy Francis, CFP®, CDFAOne of the most common reasons women call me up is that they are dissatisfied with the way their husbands handle finances. They would therefore like to learn more, so that they can take over this crucial part of the household management. I...
Shopping Triggers and How to Curb Them: Depression
by Stacy Francis, CFP®, CDFAAt a seminar today, a woman desperate to take control over her finances confessed that her worst shopping trigger was depression. Whether she was feeling lonely, overworked, fat, poor, or just blue in general, the only way she could cheer...
What Size Allowance Should I Give My Child?
by Stacy Francis, CFP®, CDFAAt the park today, the moms were discussing allowances. At what age should a child start to receive them, and how much is appropriate? All at once they stopped and asked me, “You are the expert, tell us what to do!” Talk about pressure. I...
Taxes: Should You File Jointly or Separately?
by Stacy Francis, CFP®, CDFAEven after tax season has come and gone, one of the main topics of discussion at a recent seminar was: what are the benefits versus drawbacks associated with married couples filing separately? An excellent question. However, just like with...
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