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The Recipe for Money and Happiness

My goal as a financial planner is to help clients live the happiest and most…
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Happy Women’s History Month – How Can Women Improve...

During Women’s History Month, we focus on the vast contributions women have made to our…
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Valentine’s Day Can Leave Widows Financially Exhausted

Valentine’s Day is especially hard for widows who are missing their loved one. Not only…
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What do widows need to know about their finances...

Losing a spouse could be one of the most difficult things you’ll ever face. But…
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Top 5 Financial Pitfalls for Women

Over the past two decades, I have specialized in advising women in moments of transition….
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Celebrate National Make-A-Will Month by Updating Your Estate Planning

COVID-19 has produced a rise in estate planning; however, the majority of Americans still do…
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Invest Like An Olympian

There is no sporting event that I enjoy more than the summer Olympics. The stories…
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Never Let a Financial Crisis Go to Waste

Americans are following the sage advice of Sir Winston Churchill, who said, “Never let a…
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Financial Advisors are Failing the Grade When it Comes...

The financial advisory industry is a male-dominated profession with only 23 percent female Certified Financial…
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Francis Financial

39 Broadway
Suite 1730
New York, NY 10006
(212) 374-9008

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