by Stacy Francis, CFP®, CDFA | Jan 19, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFATax season is here! A great time for anyone expecting a refund, and a not-so-great time for those who now have to come up with a chunk of cash for the IRS, on top of all their other bills and financial responsibilities. For the financially...
by Stacy Francis, CFP®, CDFA | Jan 16, 2009 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAFor years, I would run into the same neighbor every time I went down to the corner shop – an incredibly dedicated and brilliant science teacher called Matt. For years, that is, until he realized his dream of retiring and buying a ranch in...
by Stacy Francis, CFP®, CDFA | Jan 14, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFADuring a recent charity dinner, I ended up at the same table as a successful financial newsletter writer. He is semi-retired now, in his seventies, but the many years he spent studying the financial markets and the economy have provided him...
by Stacy Francis, CFP®, CDFA | Jan 6, 2009 | Blog, Health & Wealth, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAThis time of the year, inevitably, conversations gravitate toward the topic of New Year’s resolutions. While the vast majority tend to be not only generic (stop smoking, anyone? Join a gym?), but also difficult to follow (everyone has an...
by Stacy Francis, CFP®, CDFA | Jan 5, 2009 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI had dinner with my best friends last night – a monthly tradition that usually turns into a full night of fun. Not this time, however. It turned out my friends were all in a state over their retirement accounts. Their mutual funds invested...
by Stacy Francis, CFP®, CDFA | Jan 2, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAReading the Fine Print Before You CommitAfter December’s holiday festivities, January can feel like a dreary, lonely month. So you can imagine how delighted I was when I picked up the mail the other week and found an invitation to a...
