Monthly Archives : August 2014
How to whip your fall budget into shape
August 26, 2014
“Avani Ramnani, CFP® at Francis Financial Inc., New York City: I’ve got young kids, so I know back-to-school time can get very expensive between shopping for clothes, signing up for extracurricular activities and paying your regular child care costs.”
Fall Budget Challenge: 3 Financial Advisers Share Their Secrets
August 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.”
Helping women bridge the financial literacy gap
August 20, 2014
“The dominoes are stacked up against women,” said Stacy Francis, CEO of Francis Financial and a certified financial planner specializing in divorce. “At some point in their lives, most women are going to end up having to deal with their finances,” Francis said.
Shop smart for the season — and reap tax benefits
August 19, 2014
“Avani Ramnani, CFP® at Francis Financial Inc., New York City: But instead of tossing these items or giving them to friends, I donate all of my gently used clothes, shoes and bags to various charities — and keep a good record so that I can itemize these donations when I do my taxes.”
American Road Trip!
August 13, 2014
Sunaina Mehra advises. “Pack light and only take the necessities. A camping tent, one duffle bag each and some great snacks are a must. Don’t forget your camera to be able to capture all the memories with your nieces and nephews that you will most likely scrap book later.”
Advice for managers on successfully managing interns
August 2014
Sunaina Mehra, Coordinator of Marketing and Client Relations at Francis Financial, advises “How you prepare, work with, and treat interns directly reflects your firm. Internships are a crucial stepping stone into the real world…”