by Stacy Francis, CFP®, CDFA | Apr 15, 2009 | Blog, MidLife Finances, Retirement, Stacy $avvy Advice
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...
by Stacy Francis, CFP®, CDFA | Apr 13, 2009 | Blog, Career & Income, Health & Wealth, Stacy $avvy Advice
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...
by Stacy Francis, CFP®, CDFA | Apr 6, 2009 | Blog, Investing, Stacy $avvy Advice
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...
by Stacy Francis, CFP®, CDFA | Apr 3, 2009 | Blog, Career & Income, Stacy $avvy Advice
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...
by Stacy Francis, CFP®, CDFA | Apr 1, 2009 | Blog, Retirement, Stacy $avvy Advice
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...
by Stacy Francis, CFP®, CDFA | Mar 30, 2009 | Blog, Budgeting, Family Finances, Stacy $avvy Advice
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...
