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 | Jan 13, 2010 | Blog, Debt Management, MidLife Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFALeaving the organic produce store yesterday, a flier on the revolving glass door caught my eye. It was entitled “HEALTH CHECKUP: Do You Have the Supplement Basics Covered?” and listed five types of supplements – multivitamins,...
by Stacy Francis, CFP®, CDFA | Nov 24, 2009 | Blog, Marriage, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAIt is rare that anyone cries in my office, but it did happen last week. A client reported between sobs that her dad had passed on a while back. Not only was she paralyzed with grief; she had also just learned that she wouldn’t get a dime...
by Stacy Francis, CFP®, CDFA | Sep 14, 2009 | Blog, Budgeting, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAThis weekend, my family and I spent some time browsing plasma TVs at Best Buy. Strolling past walls of pulsating light and sharp-as-a-knife imagery, I was amazed at how much prices have dropped lately. In line, I was even more amazed at the...
by Stacy Francis, CFP®, CDFA | Aug 5, 2009 | Blog, Budgeting, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFARecently, I received an email from one of my “Bounce Back Boot Camp” members who has difficulty planning a budget with a fluctuating income. I’ve found that uncertain incomes are a common occurrence and can make your wallet stretch...
by Stacy Francis, CFP®, CDFA | Jul 30, 2009 | Blog, Budgeting, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAAt a recent family get-together, the conversation turned to cell phones. More specifically, my sister-in-law had received a statement that morning. Stunned that she had used less than a third of the minutes she paid for, she wanted to know...
