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.
Handle your money with confidence
by Stacy Francis, CFP®, CDFALast night, the man in front of me in line at the grocery store spent a good five minutes taking things out of his cart, only to add them back a moment later, and then remove them again. Turns out he was running low on cash, and was only...
Protect against financial risks
by Stacy Francis, CFP®, CDFAWith the stock market behaving like a roller coaster carnival ride more people are looking for the riskless way to invest. A prospective client came in today to see if I had any ideas for risk-free investments and it got me thinking. I very...
Make Your Money Work As Hard As You Do
by Stacy Francis, CFP®, CDFAI read in the paper today that the average American now works 46 hours per week. For people who hold managerial positions, are self-employed, or work on commission, the number can be significantly higher. When you spend that much time and...
Maximize your cash flow
by Stacy Francis, CFP®, CDFAA client came into my office today, worried about how in the world she’s supposed to set money aside for retirement, when she is living paycheck to paycheck. A highly relevant question, I’d say. Because let’s face it. No matter how savvy an...
Save Money on Taxes
by Stacy Francis, CFP®, CDFATax refunds are finally here! While I didn’t receive one myself (people in my business rarely do), many of my clients did, and many chose wisely – they decided to invest at least part of the money. In order to help you score a refund (or if...
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