• twitter
  • facebook
  • linkedin
  • YouTube
Client Login
  • twitter
  • facebook
  • linkedin
Client Login
  • Home
  • About
    • Our Story
    • Our Team
    • Awards
  • Why FF
    • Services
    • Wealth Management Process
    • Divorce Planning Process
  • Media
    • Press
    • Podcast
    • Blog
  • Resources
    • White Paper
  • Events
  • Community
    • Giving Back
  • Contact

Home » Archives for September 2014

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,..'”

Read More...

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…”

Read More...

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.”

Read More...

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.”

Read More...

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.”

Read More...

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.”

Read More...

  • Our Services
  • Wealth Management
    Process
  • Divorce Financial Planning
    Process
  • Our Team
  • Press
  • Our Awards
  • Events
  • Our Story
  • Giving Back
  • Contact
Sign up for our newsletter
Get the latest market insights, events and podcast episodes delivered to your inbox

Select list(s) to subscribe to


By submitting this form, you are consenting to receive marketing emails from: Francis Financial, Inc., 39 Broadway Suite 1730, New York, NY, 10006, http://www.francisfinancial.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
  • Contact
  • PRIVACY POLICY
  • Client Relationship Summary
  • TERMS & CONDITIONS
  • © 2020
  • FRANCIS FINANCIAL, INC
  • 39 BROADWAY, SUITE 1730, NEW YORK, NY 10006
  • 212-374-9008
Submit A Question
Email Me New Episodes