by Stacy Francis, CFP®, CDFA | Sep 8, 2014 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAA survey of those who own mutual funds found about 40 per cent didn’t know the names of the funds they bought. Even if you are a pro when it comes to rattling off the latest mutual fund you purchased, you still may not have a clue...
by Stacy Francis, CFP®, CDFA | Aug 29, 2014 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFANow that Labor Day is right around the corner you might be planning to spend that weekend relaxing at some oh-so-swanky resort in the Hamptons or that cute mountain hideaway in the Poconos. But have you ever really thought about why we...
by Savvy Ladies | Aug 25, 2014 | Blog, Retirement
by Stacy Francis, CFP®, CDFAMost people get Medicare when they turn 65. You qualify for it automatically if you’re eligible for Social Security or Railroad Retirement benefits. Or you may qualify on a spouse’s (including divorced spouse’s) record....
by Stacy Francis, CFP®, CDFA | Aug 18, 2014 | Blog, Budgeting, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAIf you don’t have an emergency fund, it’s time to get serious about building one.The purpose of the fund is to sock away a minimum of three to six months’ living expenses. But this money could also be used when...
by Savvy Ladies | Aug 11, 2014 | Blog, Budgeting
by Stacy Francis, CFP®, CDFAMost folks get down to serious money-making much later in their careers than they’d like. If this is you, and you are trying to make up for lost time with your savings, there are a couple strategies that can help you get back on track...
by Stacy Francis, CFP®, CDFA | Aug 4, 2014 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAGoing back to the early 2000s, our friends at Dalbar have been conducting a study to determine whether investors’ investment decisions impacts their investment performance. Unfortunately, it does. In a BIG way. As with every year’s study so...
