por Stacy Francis, CFP®, CDFA | Feb 9, 2009 | Blog, Jubilación, Stacy 1TP4Consejo de experto
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...
por Señoras inteligentes | Feb 6, 2009 | Blog, cuidados, Stacy 1TP4Consejo de experto
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...
por Stacy Francis, CFP®, CDFA | Feb 4, 2009 | Blog, Finanzas familiares, Stacy 1TP4Consejo de experto
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...
por Stacy Francis, CFP®, CDFA | Feb 2, 2009 | Blog, Presupuestos, Stacy 1TP4Consejo de experto
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...
por Stacy Francis, CFP®, CDFA | Ene 30, 2009 | Blog, Salud y riqueza, Stacy 1TP4Consejo de experto
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...
por Stacy Francis, CFP®, CDFA | Ene 28, 2009 | Blog, Invertir, Stacy 1TP4Consejo de experto
por Stacy Francis, CFP®, CDFAM Mi novia me llamó anoche. "Así que", me dijo, "estaba a punto de vender estos bonos que tengo para al menos desgravarlos, cuando me di cuenta de que las cosas no funcionan así con los bonos. Si los mantengo hasta su vencimiento,...