by Stacy Francis, CFP®, CDFA | Mar 3, 2010 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI met with a new client last week; a woman in her early thirties eager to get started on her nest egg. A discussion of her financial goals and priorities revealed that she hoped the not-so-distant future would bring her not only a home of...
by Stacy Francis, CFP®, CDFA | Apr 17, 2009 | Blog, Marriage, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAA woman approached me after maternity yoga last night. My husband is stoked about this child, she told me, and when my maternity leave is up, he would like to be a stay-at-home dad for a couple of years. I already know this means he won’t...
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 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 | Feb 27, 2009 | Blog, Investing, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAWhat a day! I met with a total of six different clients, updating their portfolios and helping them set financial goals for the new year. This is what I love the most about this time of the year: change is in the air, and people want to...
by Stacy Francis, CFP®, CDFA | Feb 9, 2009 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAA client called me up with this excellent question yesterday. Of course, as long as your company matches your contributions, you should contribute as much as you can toward your 401(k). It is unwise to turn down free money, and especially...
