Latest articles by Stacy Francis, CFP®, CDFA®, CES™
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Galentine's Day: A Time to Promote Financial Literacy Among Friends
Here are three things women can do to help their friends gain financial knowledge and confidence.
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Empowering Widows: Five Goals for Financial Security in 2025
Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you on track for financial stability.
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For Investors, 2024 Was a Year to Remember
A perfect storm of favorable conditions created a rewarding landscape for investors. A buzz of cautious optimism continues for 2025.
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Getting Divorced? Beware of Hidden Tax Traps as You Divide Assets
Dividing assets fairly in a divorce means looking beyond their current values and asking whether they'll create tax liabilities — or tax breaks — in the future.
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Will You Be Able to Afford Your Dream Retirement?
You might need to save more than you think you do. Here are some expenses that might be larger than you expect, along with ways to ensure you save enough.
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Is a Roth Conversion Right for You Before the Election?
If you’re concerned about possible tax policy changes after the next president takes office, you might want to consider a Roth conversion now.
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Don't Let the Election Derail Your Investment Strategy
Ignore the headlines. With a solid financial plan and a well-diversified portfolio, you can confidently ride out any market volatility caused by the election.
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Eight Year-End Financial Tasks to Check Off Your To-Do List
The end of the year is already chockfull of important things to do, but don't let these seven fall through the cracks. You'll thank yourself in 2025.
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RSUs: In Divorce, They're Easy to Hide (or Misunderstand)
You may have never heard of restricted stock units, but they can be worth big money. You can't afford to overlook them when negotiating a divorce settlement.
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Four Steps to Help Widows Rebuild Financial Stability
If you’re feeling overwhelmed, you’re not alone. But your journey to financial independence can start here.
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Lessons Learned From Britney Spears’ Financial Conservatorship
The pop star’s recent memoir reveals the toll her involuntary conservatorship took on her and spotlights the drawbacks of these legal arrangements.
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Should You Still Have Bonds in Your Portfolio?
It’s easy to wonder if how we invest in bonds should change after the past few years. And if you’re taking a long-term view of investing, what should you do?
