por Stacy Francis, CFP®, CDFA | Mar 3, 2010 | Blog, Jubilación, Stacy 1TP4Consejo de experto
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...
por Stacy Francis, CFP®, CDFA | Ene 13, 2010 | Blog, Gestión de la deuda, Finanzas en la mediana edad, Stacy 1TP4Consejo de experto
por Stacy Francis, CFP®, CDFAL salir ayer de la tienda de productos ecológicos, me llamó la atención un folleto en la puerta giratoria de cristal. Se titulaba "CONTROL DE SALUD: ¿Tiene cubiertas las bases de los suplementos?" y enumeraba cinco tipos de suplementos: multivitamínicos,...
por Stacy Francis, CFP®, CDFA | Nov 24, 2009 | Blog, Matrimonio, Stacy 1TP4Consejo de experto
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...
por Stacy Francis, CFP®, CDFA | Sep 14, 2009 | Blog, Presupuestos, Stacy 1TP4Consejo de experto
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...
por Stacy Francis, CFP®, CDFA | Ago 5, 2009 | Blog, Presupuestos, Stacy 1TP4Consejo de experto
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...
por Stacy Francis, CFP®, CDFA | Jul 30, 2009 | Blog, Presupuestos, Stacy 1TP4Consejo de experto
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...
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