Stacy Francis, CFP®, CDFA®, CES™
Stacy is a nationally recognized financial expert and the President and CEO of Francis Financial Inc., which she founded over 20 years ago. She is a Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), as well as a Certified Estate and Trust Specialist (CES™), who provides advice to women going through transitions, such as divorce, widowhood and sudden wealth.
She is also the founder of Savvy Ladies™, a nonprofit that has provided free personal finance education and resources to over 25,000 women.
Phone: 212.374.9008 | E-mail: marketing@francisfinancial.com | Website: www.francisfinancial.com
Facebook: www.facebook.com/FrancisFinancialInc | LinkedIn: www.linkedin.com/company/francisfinancialinc
Latest articles by Stacy Francis, CFP®, CDFA®, CES™
-
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.
By Stacy Francis, CFP®, CDFA®, CES™
estate planning -
The Haves-vs.-Have-Nots Problem Won’t Go Away Without Doing Thispersonal finance We need to work on improving our financial literacy – especially when it comes to women and children. Here are some ways to work toward that important goal.
By Stacy Francis, CFP®, CDFA®, CES™
personal finance -
3 Start-Small Financial Goals for Every WomanWomen & Money Getting control of your finances is a big task, but you can always start small. Three mindful steps could get you on the right path.
By Stacy Francis, CFP®, CDFA®, CES™
Women & Money -
Russia’s War on Ukraine: An Economic Explainer for U.S. Investorsinvesting Will sanctions against Russia work? How? Will they drastically impact the stock markets and U.S. investors for a long time? Experts weigh in with answers and some global perspectives.
By Stacy Francis, CFP®, CDFA®, CES™
investing -
For Widows: 3 Life-Changing Financial Resolutionspersonal finance Build your confidence along with your balance sheet by following these three financial resolutions just for widows.
By Stacy Francis, CFP®, CDFA®, CES™
personal finance -
What Is the Best Way for a Widow to Use Life Insurance Proceeds?life insurance There are many options, but the best use of the money is different for each widow and her unique circumstances.
By Stacy Francis, CFP®, CDFA®, CES™
life insurance -
Am I Responsible for Paying Off My Deceased Husband’s Debt?debt management You may be off the hook as some debts — including even certain types of credit card charges — are forgiven at death. However, others linger much longer.
By Stacy Francis, CFP®, CDFA®, CES™
debt management -
Women Who Bring Home the Bacon Are STILL the Ones Frying It Up in a Panpersonal finance Sad but true: Female breadwinners are often overburdened at home. But it doesn’t have to be that way. Here are tips (from a divorce expert who’s seen it all) on how to regain some balance at home.
By Stacy Francis, CFP®, CDFA®, CES™
personal finance -
Want to Save on Taxes? Consider a Divorce!Divorce Oh, the irony: President Biden’s American Families Plan could make divorce more appealing for some high-earning married couples. The tax plan amplifies the marriage penalty, so if you were already thinking about splitting up, now may be a good time.
By Stacy Francis, CFP®, CDFA®, CES™
Divorce -
In a Divorce, What Is Marital Property vs. Separate Property?Divorce It can be a big problem for wealthy couples and those who have been married a long time: What happens when the boundary between separate assets and marital assets gets blurred?
By Stacy Francis, CFP®, CDFA®, CES™
Divorce -
Widows Move Forward on Their Own – But Not Alonepersonal finance Taking the right first steps and finding the right financial help can make a big difference during a difficult transition.
By Stacy Francis, CFP®, CDFA®, CES™
personal finance -
Bill and Melinda Gates End Their Marriage, But Their Inspiration Lives onDivorce Their shared commitment to giving inspired others — including me — to give big, too. I formed the non-profit Savvy Ladies to help women take financial control of their lives. No matter what the Gates divorce brings, I’m sure their important charitable work will continue, as will mine.
By Stacy Francis, CFP®, CDFA®, CES™
Divorce -
‘Gray Divorce’ Rates Are Exploding Due to This Perfect StormDivorce Here’s why divorce rates among those 50 and older are booming … and what women can do to recover and rebound.
By Stacy Francis, CFP®, CDFA®, CES™
Divorce -
What to Do to Protect Your Finances When Your Spouse Has a Gambling ProblemDivorce If it comes down to divorce, don’t let your financial future be a roll of the dice. Take action quickly to regain a measure of control and limit your own liabilities.
By Stacy Francis, CFP®, CDFA®, CES™
Divorce -
How to Divorce a Millionaire (Tip: Watch Out for Executive Compensation)Divorce The more money involved in a divorce, the more you need to know about things like stock options and restricted stock awards.
By Stacy Francis, CFP®, CDFA®, CES™
Divorce -
Divorce: Who Pays for Education and How to Afford ItDivorce You think Junior should go to public school, and your ex wants him to go to a pricey private school instead. Who pays? How do you decide? Buckle up, because these discussions could get bumpy.
By Stacy Francis, CFP®, CDFA®, CES™
Divorce -
A Surprising Way COVID-19 Is Making Divorce More ComplicatedDivorce The pandemic’s economic side effects have pushed more companies to offer stock options and restricted stock awards to employees. This type of compensation is tough to track down and untangle during divorce.
By Stacy Francis, CFP®, CDFA®, CES™
Divorce -
Prenups for Breadwinning Women: 4 Pitfalls to Avoidpersonal finance Protecting the assets you bring into your marriage takes some planning. Take some time to do it right.
By Stacy Francis, CFP®, CDFA®, CES™
personal finance -
Should You Move Forward with Your Divorce or Wait?family savings Despite the tensions brought on by the pandemic, a number of couples are waiting right now, with good reason.
By Stacy Francis, CFP®, CDFA®, CES™
family savings -
How to Handle Money Effectively as a Blended Familypersonal finance To tackle the special challenges merging two families into one presents, start by getting naked (financially speaking).
By Stacy Francis, CFP®, CDFA®, CES™
personal finance -
COVID-19 Exposes Cracks in Financial Equality for Womenretirement Women are more vulnerable during this time of financial upheaval. Here’s why and some steps they can take to help improve their outlook long term.
By Stacy Francis, CFP®, CDFA®, CES™
retirement -
When Couples Divorce, Who Gets Fido? 'Pup Nups' Can Helpretirement COVID-19 stay-at-home orders have some side-effects: Pet adoptions are up ... and divorces soon may be, too. This highlights the need for "pup nups," specially written prenups with our furry friends' best interests at heart.
By Stacy Francis, CFP®, CDFA®, CES™
retirement -
Keeping the House Post-Divorce Has Gotten More Affordable
retirement The question of whether to keep or sell the family home after divorce is tricky. You've got to set your emotions aside and do the math. Lately, that math has been a little more favorable for those who'd like to stay. Here's why.
By Stacy Francis, CFP®, CDFA®, CES™
retirement -
Raiding Your 401(K) Can Be a Divorce Disaster
retirement It's more common than you might think: Tapping retirement accounts to make ends meet during divorce. And it's also potentially much more costly than you realize.
By Stacy Francis, CFP®, CDFA®, CES™
retirement
