Latest articles by Stacy Francis, CFP®, CDFA®, CES™
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How Women Can Turn a Gray Divorce Into a Financial Win
Getting divorced later in life can be a big financial blow, especially for women. But, as this financial adviser points out, it can also serve as a positive turning point for growth and independence.
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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?
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Social Security for Widowed Parents Falls Far Short of Need
Many families who lose a spouse and/or parent struggle financially on top of the grief and trauma. More needs to be done to address the limitations of Social Security’s survivors benefits.
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Financial Abuse Is on the Rise: What It Is and What to Do About It
Domestic violence almost always includes financial abuse. Here’s help on identifying and understanding it and how to get help and leave in a safe way.
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In ESG Investing, Money Changes Everything
ESG investors put their money where their mouths (and hearts and minds) are by investing in companies with better management of environmental, social and corporate governance factors.
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Signs of Financial Abuse in Marriage: What to Watch For
personal finance Does your spouse try to control you through money? Spot the red flags before financial abuse escalates to domestic abuse.
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Wives Who Make More Than Their Husbands Should Take Note
Divorce When wives make more than their husbands, the husbands are more likely to cheat, and the couples are more likely to face divorce. Two divorce experts weigh in on why.
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I'm a New Widow. Who Are the Experts I Should Consult?
A support network of experts who can help a new widow can be just as important as your personal support network at such a difficult time.
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Social Security Strategies to Help Widows Replace Lost Income
Survivors benefits can help younger and older widows make ends meet, and there could be more than one claim option available. And the stakes are high!
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When You Die, What Happens to Your Bitcoin?
Without your private key, your heirs are locked out of your digital wallet. Being prepared, though, ensures they can gain access to your assets when the time comes.
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The Divorce Gap: Unique Retirement Issues for Women Over 50
The shocking loss of income and retirement savings that disproportionately affect divorced women is a big challenge – especially for those over 50.
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They Lost a Spouse but Bounced Back: 5 Women’s Financial Stories
Women & Money A look at how five widows got their financial lives in order and got to a better, brighter, more empowered place. They did it, and so can you.
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Should I Hire an Estate Planning Attorney Now That I Am a Widow?
estate planning Many estates are simple enough where no help is needed, but there are several situations where anyone would be much better off getting some professional support.
estate planning
