by Stacy Francis, CFP®, CDFA | Oct 20, 2008 | Blog, Career & Income, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAAt the bar in my favorite Asian fusion restaurant the other day, waiting for a table, my hubby and I overheard an interesting conversation between two twenty-something women. Apparently, one of them had lost her job earlier that day, and...
by Stacy Francis, CFP®, CDFA | Oct 17, 2008 | Blog, Estate Planning, MidLife Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAI facilitated a workshop at a conference last week, on the topic of wills 200 men and women attended my session. Considering how many attendees the conference had, which was over 5,000, I was shocked to see how few took an interest in...
by Stacy Francis, CFP®, CDFA | Oct 16, 2008 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAMy husband and I just purchased our home and are so excited and smiley these days, when you see us you think we have slept with a hanger in our mouth. A home is something almost everyone wants, but acquiring one can take a lot of work – and...
by Stacy Francis, CFP®, CDFA | Oct 15, 2008 | Blog, Retirement, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAMy mom flew in from Michigan last week to spend some time with us here in New York. We just went out for dinner celebrating the anniversary of her retirement and how smooth and easy this transition from employed to retired has been. She was...
by Stacy Francis, CFP®, CDFA | Oct 14, 2008 | Blog, Budgeting, KB-Financial Tips, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFA Shopping tips from the recession in 2008 still hold true today, if not more so. Online shopping is the norm today in 2022 and looking to compare pricing online makes it easier to find the best price for what you are looking for. Savvy...
by Stacy Francis, CFP®, CDFA | Oct 13, 2008 | Blog, Family Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFADuring a charity dinner last night, one of the women mentioned that she and her husband are drafting a trust. The discussion then went from wills to trusts and back to wills again as the other people at the table tried to grasp the...
