Talking about finances with your significant other on Valentine’s Day probably doesn’t sound very romantic. But given that money is one of the top stressors in a relationship, it’s a habit worth embracing.
Read MoreNatalie Colley, Lead Advisor at Francis Financial, breaks down Secure Act 2.0, explaining the most important pieces for women.
Read MoreStacy Francis shares on Forbes why usual strategies of diversification did not fare well in the tumultuous market of 2022.
Read MoreStacy Francis shares on Forbes a comparison between the Great Recession of 2008 and the economic downturn of 2022.
Read MoreStacy Francis shares on Forbes an important checklist for widows, including choosing a funeral home, and what documents you will need.
Read MoreThe practicality of teaching [finance to kids] is so important…it’s the one topic that they’ll actually use for the rest of their lives, everyday.
Read MoreAugust 20, 2014
Avani Ramnani, CFP® “Even though we, as planners, often encourage clients to plan ahead, when it comes to shopping for kids’ clothes and shoes, you actually don’t want to do it too far in advance. Small children grow so quickly…buying something now could… mean it doesn’t fit come October.”
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