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.

Simplify Your Life and Save Time

by Stacy Francis, CFP®, CDFAI spent an hour last night paying bills and double-checking credit card transactions after my son and daughter went to bed. When I told a friend about it over the phone, she laughed and told me that’s nothing. Last weekend, she spent Friday...

Money Myths That Hold You Back

by Stacy Francis, CFP®, CDFALast week, I had the opportunity to help an extremely wealthy woman sort out her finances. Now, my favorite part about this is not the fact that she is one of the largest clients I have ever signed, but that she is an interior designer. She...

The Best Time to Shop for Bargains

While the holiday season may be over, there’s no need to feel depressed. Now is the best time to shop for bargains! Here are a few tips on how you can take advantage of the year’s best sales. When to Shop. Sales begin promptly when stores open on December 26th. You’ll...

Take Steps to Protect Yourself from Credit Fraud

by Stacy Francis, CFP®, CDFAThe FTC says that the average victim of identity theft is unaware of the problem for 12 months. You don't want to let 12 months go by before finding that you're a victim. Follow these top tips to protect yourself from credit fraud.Reduce...

‘Tis the Season for Savvy Spending

by Stacy Francis, CFP®, CDFAStretching your holiday budget doesn’t mean you’ll be giving lumps of coal as gifts this holiday season. Smart shoppers have always known that the holiday season doesn’t have to cost a lot to be fun.Here are a few tips to make your holidays...

Playing It Safe Is Not So Safe After All

by Stacy Francis, CFP®, CDFAA recent study found that Americans put a smaller portion of their savings in stock market investments than people from some other countries.We think we're playing it safe by keeping the bulk of our money in cash instruments like...

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