Monthly Archives : October 2013
How To Cultivate Relationships With Attorneys
October 28, 2013
“Stacy Francis of Francis Financial speaks about how she cultivates relationships with divorce attorneys to expand her divorce financial planning practice.” Click to watch video.
With a 401(k), it pays to stay the course in crises
October 28, 2013
“Francis said investors should ‘take profits when you need to and rebalance at least twice a year.’ Such rebalancing ‘can add 1 or 2 percentage points to your return and can help you withstand those large drops in the market,’ she said.”
FPA’s The Heart of Financial Planning Award Goes To…
October 21, 2013
“The Heart of Financial Planning Award, for contributions to the planning community and the public, went to… Savvy Ladies, a New York-based nonprofit headed by Stacy Francis. The move to honor Francis comes two months after Financial Planning named Francis co-winner of Pro Bono Awards.”
Congrats Heart of Financial Planning Recipients!
October 20, 2013
“Today FPA honored leaders in the financial planning profession at FPA Experience 2013 by presenting four Heart of Financial Planning Awards to individuals, teams and organizations. This year’s honorees are: Savvy Ladies, represented by Stacy Francis, CFP®, CDFA™”
For 401(k)s, staying the course pays off in crises
October 18, 2013
“‘Investors feel helpless, and when they feel helpless they go straight to cash,’ said certified financial planner Stacy Francis, president and CEO of Francis Financial, a New York-based investment advisory firm. ‘But if you keep saving and rebalancing your portfolio, you’ll feel more in control.'”
Stacy Francis Joins CNBC Digital Financial Advisor Counsil
October 17, 2013
“To help investors and financial investors better understand this complicated landscape, CNBC Digital has brought together 20 of the nation’s leading wealth managers and financial experts to create the CNBC Digital Financial Advisor Council.”
5 Things You’re Overspending On
October 9, 2013
“‘You also have to keep the insurance price in mind,’ Francis says. ‘Insurance premiums increase with the value of a vehicle. The more expensive the vehicle is, the higher the annual insurance costs.'”
5 Things You’re Overspending On
October 9, 2013
“If you don’t, and especially if you begin fighting with your partner over wedding costs, ‘it can create significant fiscal frictions between the newlyweds, which could lead the marriage to end prematurely,’ says Stacy Francis, who owns a wealth management and financial planning firm, Francis Financial.”
The 6 Worst Money Mistakes You Can Make in Marriage
October 4, 2013
“If you do take time off — no matter the reason — know that there are always ways to keep your earning potential strong, says Stacy Francis, founder of Francis Financial. ‘Stay in contact with colleagues, continue education and stay active socially.'”
How to Tap Divorce Attorneys for Work
October 1, 2013
“Stacy Francis of Francis Financial of New York uses a musical metaphor for her relationships with divorce lawyers. ‘The lawyers are the conductors and we are the members of the orchestra. We support the lawyers by running the numbers, but they lead.'”