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.
What Health Insurance Plan Is Right for You?
by Stacy Francis, CFP®, CDFAWith the birth of my daughter just around the corner, my husband and I spent Sunday afternoon reviewing our family’s insurance coverage. Many times, the addition of a new family member means that a different provider or different type of...
Taxes: How Much Should You Withhold?
by Stacy Francis, CFP®, CDFAWith only weeks to go before the arrival of my daughter, I go to a great deal of routine checkups. Fortunately, my doctor’s office is an efficient one, and I rarely have to wait for more than ten minutes. Yesterday, the other mother-to-be...
Top Ten Money Mistakes New Parents Make
by Stacy Francis, CFP®, CDFAWhen I showed up at a recent Savvy Ladies seminar with my big belly, naturally, the conversation gravitated toward money and parenthood. Many soon-to-be and new mothers expressed concern about making financial mistakes that could hurt their...
Family Budget: Keeping Your Kids’ Expenses Down
by Stacy Francis, CFP®, CDFAI met with a group of new mothers last week, who were eager to sort out their budgets now that two had become three. They all had a good understanding of the types of costs involved, but like many new parents, had underestimated the dollar...
What Types of Insurance Does Your Family Need?
by Stacy Francis, CFP®, CDFAOne of the moms from the park called me last night, in tears. Not only had she come back to her apartment to find the door ajar and her things all over the floor – when she got hold of the landlord, he informed her that his insurance policy...
Personal Money Management: Dos and Don’ts
by Stacy Francis, CFP®, CDFAWhat a day! I met with a total of six different clients, updating their portfolios and helping them set financial goals for the new year. This is what I love the most about this time of the year: change is in the air, and people want to...
Reality Check: A Family Budget That Will Last
by Stacy Francis, CFP®, CDFAThe cashier checking me out at the grocery store last night told me this time of the year is always the busiest for them. Every January and February, he explained, thousands of people swear that this is the year they will start cooking at...
Real Estate: Should You Refinance?
by Stacy Francis, CFP®, CDFAI was stunned to read in the newspaper this morning that it is now possible to secure a 30-year fixed mortgage at 4.5% (restrictions apply). This, of course, is wonderful news for anyone shopping for a home: we now have a real estate market...
3 Money Lessons for Pre-Schoolers
by Stacy Francis, CFP®, CDFA, Founder Savvy Ladies Teaching Your Children Proper Money Management at a Young Age is Smart In the park this weekend, one of the moms shocked me by telling me that her 5-year-old son recently asked her about car financing. Why, he wanted...
Should You Buy a Vacation Home?
by Stacy Francis, CFP®, CDFAI just returned from a lovely weekend of skiing in Vermont. Being pregnant meant that I got to enjoy lovely hot chocolate in the lodge. One of my hubby’s friends just bought a gorgeous cabin there, and invited us to come check it out....
5 Tips When Buying a Home
by Stacy Francis, CFP®, CDFARemember my friend who is moving to Miami? She called again last night, to report that she is flying down there this weekend to start looking at condos. She asked me to put together a list of things to keep in mind as she browses the market...
5 Tips When Selling a Home
by Stacy Francis, CFP®, CDFAFebruary has never been the most pleasant month in the Northeast, but I was still shocked when a friend called me up last night to inform me that she is leaving town – for good! When she learned that she could get her hands on a condo in...
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