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.
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...
Collecting Unemployment
by Stacy Francis, CFP®, CDFAA friend called me up this morning. I can’t quite believe this, she said, a tremble to her voice, but I was just laid off. Even worse, during the past five months my husband and I have barely been scraping by, so we’ve used up most of our...
Limiting Damage if You Have to Raid Your Retirement Savings
by Stacy Francis, CFP®, CDFANo matter how hard we try to focus on the positives and maintain an optimistic outlook on the future, no doubt things are getting ugly out there. This really dawned on me while reading a report from a recent out-of-state Savvy Ladies...
An Expert’s Guide to Family Budgeting
by Stacy Francis, CFP®, CDFA "I’m a CEO", explained the new client with whom I had lunch yesterday, "yet I feel as though I have no control whatsoever over my family’s spending. I never have any money left to invest, store and credit card bills grow larger each month,...
Top 5 Tax Savers
by Stacy Francis, CFP®, CDFAMy friend, who would normally never talk to anyone about money, invited me over for dinner last weekend to discuss her financial situation. Her husband's salary dropped significantly and they're struggling to survive on her salary alone....
5 Money Lessons for Teens
by Stacy Francis, CFP®, CDFA, Founder Savvy Ladies Practical Money Tips for Raising Financially Mindful Children Start at Home. I read in the newspaper the other day that in a survey, high schoolers answered only 48% of basic personal finance questions correctly. The...
Will a Cut in My Line of Credit Hurt My FICO Score?
by Stacy Francis, CFP®, CDFAThis question popped up during a recent Savvy Ladies empowerment circle. The woman asking it had recently received a letter from American Express, letting her know that they had reduced her credit limit from $17,000 to $9,000. Credit score...
5 Reasons Why the Recession Rocks!
by Stacy Francis, CFP®, CDFA, Founder Savvy Ladies The conference I attended last week was a study in pessimism and negativity. I feel that right now, people are paying far too much attention to the negatives and far too little to the many wonderful aspects of the...
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