Stacy Francis of Francis Financial and Douglas Boneparth of Bone Fide Wealth discuss changes to the 529 plans and saving for your child’s education.
Read MoreAfter a U.S. Appeals Court ruled to vacate the Obama-era fiduciary rule, various states are now moving to create their own fiduciary rule, which requires financial advisors to act in the best interest of their clients. Here’s what you need to know.
Read MoreDivorce causes upheaval for men and women. How can a good adviser help? Stacy Francis offers some strategies to develop this niche.
Read MoreAs you head into retirement, there’s a chance you also are entering a special time to do some serious tax planning.
Read MoreIn addition to being a leader in the financial planning and investment management industries, Stacy created a movement in which women no longer rely on their partners to manage their money and therefore are able to gain more independence and autonomy in their lives.
Read MoreOn Monday, investors had to pick their jaws off the ground after the Dow Jones Industrial Average dropped a whopping 1,175 points (its worst one-day point drop on record), or 4.6%.
Read MoreThe myth that men should manage the money is one that many women succumb to when they get married. This includes women who for years managed their own money during college and at the beginning of a career. However, approximately 80% of women will end up having to manage their money without a partner at some point in their life due to divorce or the death of a spouse. Stacy and Kathleen investigate this myth and how it can severely disadvantage women throughout their lives.
Listen here:
Read MoreQ: What should I consider before building a passive income stream?
Read MoreYou need to discuss issues such as estate planning and Social Security benefits before you become older newlyweds.
Read More