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.
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...
How to Manage Student Loans
by Stacy Francis, CFP®, CDFAA young woman at a recent Savvy Ladies seminar had just received her first student loan bill, and subsequently, her first panic attack. What was she supposed to do? There was no way she could spare that much money per month. Could she make...
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...
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...
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