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...
by Savvy Ladies | Feb 6, 2009 | Blog, caregiving, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAA new Starbucks just opened a block from my office – what a treat! It was an even bigger treat to run into an old friend there yesterday. Catching up over lattes (hot chocolate for me since I am pregnant), I learned that she has a fabulous...
by Stacy Francis, CFP®, CDFA | Feb 4, 2009 | Blog, Family Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFA“My daughter is off to college in 2010,” a woman told me during the Q&A session at a recent conference. “Now the savings account we opened for her has been cut in half, and my husband has lost his job. Will a local community college be...
by Stacy Francis, CFP®, CDFA | Feb 2, 2009 | Blog, Budgeting, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAThe gentleman next to me during the opening dinner at a recent conference couldn’t get over the fact that I named my organization Savvy Ladies. Why, he wanted to know, did I find it necessary to focus solely on women? This, of course, is an...
by Stacy Francis, CFP®, CDFA | Jan 30, 2009 | Blog, Health & Wealth, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI met with a new client yesterday. While this is not unusual, the reason he had come to see me was: he was in his thirties, healthy, athletic – and extremely anxious about the fact that he didn’t have long-term care insurance. While some...
by Stacy Francis, CFP®, CDFA | Jan 28, 2009 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAMy girlfriend called me up last night. “So,” she told me, “I was seconds away from selling these bonds I have so that at least I’d get a tax write-off, when I realized that’s not how it works with bonds. If I hold them until maturity, I...
