Monthly Archives : March 2013
March 29, 2013
Keep in mind that you’ll “need to have some cash on hand to close the mortgage, but we have seen clients cut their monthly payments by $200-$500 and be able to make up the closing costs in a year or two,” says Timothy Kim of Francis Financial, a wealth management firm in New York.
March 24, 2013
Difficult as it may be, divorce is one of those life transitions that often brings new clients into advisers’ doors. Stacy Francis, president of Francis Financial Inc., says the majority of new clients she sees are going through a divorce.
March 26, 2013
Providing wealth advice to clients involved in a divorce “is an exploding field,” Stacy Francis of Francis Financial tells InvestmentNews.
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.