March 16, 2013
Stacy Francis on divorce settlements, and how they alter financial planning. Click here to watch the video and/or read the full transcript.
Read MoreMarch 16, 2013
Stacy Francis on divorce settlements, and how they alter financial planning. Click here to watch the video and/or read the full transcript.
Read MoreFebruary 20, 2013
One client, a New York lawyer, expects a refund of around $50,000 because she overpaid her estimated taxes last year. She planned to use it to pay estimated taxes for 2013, Ms. Francis says, but the IRS said it won’t accept her Form 5695–for residential energy-tax credits–until the first week of March.
Read MoreFebruary 2013
by Maelis Mittig
In the spirit of the holiday, it’s only reasonable that we explore relationships, or as my friend Austin would say, “Wait until you’re 30, then you can call them REALationships.”
Read MoreJanuary 2013
by Maelis Mittig
As professionals, we can help them on this journey and educate them on the best practices in their job search. Can you believe that on average, employers spend 10 seconds looking at a resume?
Read MoreDecember 2012
by Maelis Mittig
What can I do to help them dream big without being discouraged by social norms? The ultimate lesson we can teach our lovely nieces, is to know their worth. Here are a few pieces of advice on doing just that.
Read MoreAired October 23, 2012
Stacy Francis answers the question, “How do you make up for lost time with investments?”
Read MoreNovember 2012
by Maelis Mittig
As Savvy Aunties, we’re often wondering what piece of advice will bring the most value to our nieces’ and nephews’ futures. Today, we focus on the concept of networking.
Read MoreAired October 22, 2012
Stacy Francis answers the question, “Are there any investment options for my 401(k)?”
Read MoreNovember 14, 2012
Saving for multiple children in one account generally isn’t a good idea unless their ages are at least four years apart, says Stacy Francis, a New York-based certified financial planner.
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