Monthly Archives : September 2014
Balancing your own portfolio? 3 things to keep in mind
September 25, 2014
“‘At that point, you have a long time ahead of you until you need [the money],’ said certified financial planner Avani Ramnani, director of financial planning and investment management at Francis Financial. ‘You can deal with the ups and downs of the stock market and have time to recover from the downs,..'”
Financial Help for a Grandchild in Need
September 21, 2014
“I admire the dedication and commitment of Elsa and her family,” says Avani Ramnani, a fee-only financial planner in New York City. The family needs income as well as a chance to rebuild their savings and future security, she says. In turn, it’s wise for Mr. Olivo to look for a job and Ms. Olivo to look for…”
Advisors help out when sandwich generation gets squeezed
September 15, 2014
“‘My … advice to anyone in that situation is yes, you have to meet the needs of your parents and your children, but do not neglect yourself,’ said Ramnani, director of financial planning and investment management for Francis Financial.”
Ask the Advisor: Is the Stock Market Safe?
Aired September 12, 2014
“Is the stock market safe? I’ll tell you “safe” is kind of a wildcard word. The answer is yes and no, and it really depends on your timeframe. If you’re a short-term investor, you probably shouldn’t be in the stock market right now. But if you’re a longer term investor, it’s a good place for you.”
Whip Your Budget Into Shape This Fall
September 11, 2014
“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.”
Estate Planning Basics: Ensuring Wealth for Your Kids
September 9, 2014
“Tim Kim, Analyst at Francis Financial, Inc., notes that 58% of Americans don’t have a standard will and 69% don’t have a living will. That’s bad news. ‘[W]ithout a will, your estate will fall into the minefield of intestacy laws and becomes hostage to the legal system,’ Kim says.”