Media

Our team regularly appears in the press and is featured and
quoted in over 100 publications. We hope that you find these articles and video clips helpful, whether you want to learn more about investing or are going through divorce.

You can also browse through the complete archive here >

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Her Success Story 45 – Stacy Francis
December 3, 2018
In this podcast episode, host Ivy Slater and Stacy discuss Stacy's career path, her inspirations and her secrets to success!
The Top Estate Planning Mistakes Divorcing Women Make
November 8, 2018
It's never too soon to tackle this often-overlooked task and learn how to protect yourself (and your children) while avoiding these estate planning...
Getting a divorce? The new tax bill will complicate splitting up, especially for women
September 24, 2018
If you are divorcing or recently divorced, taxes may be the last thing on your mind. However, taxes can have a big impact...
What Women Want from a Divorce Lawyer
August 30, 2018
A recent survey reveals what women look for when choosing a divorce lawyer, and how professionals can better support and serve their female...
Never too early: How to get millennials, Gen Z thinking about retirement saving
August 30, 2018
Financial advisor Avani Ramnani of Francis Financial says younger people are also poor at retirement planning, with nearly 60 percent of workers under...
Stacy Francis on the Anatomy of a Differentiated Firm
July 12, 2018
Stacy Francis, CFP®, CDFA® is a nationally-recognized financial expert and the President and CEO of Francis Financial, a firm that serves women going...
529 plans: What you should know when saving for your child’s education
May 24, 2018
Stacy Francis of Francis Financial and Douglas Boneparth of Bone Fide Wealth discuss changes to the 529 plans and saving for your child's...
Is the fiduciary rule dead? Here’s everything you need to know
May 22, 2018
After a U.S. Appeals Court ruled to vacate the Obama-era fiduciary rule, various states are now moving to create their own fiduciary rule,...
Stacy Francis: How to work with more divorced women
April 25, 2018
Divorce causes upheaval for men and women. How can a good adviser help? Stacy Francis offers some strategies to develop this niche.
Here’s how to maximize those retirement ‘sweet spot’ years
April 5, 2018
As you head into retirement, there’s a chance you also are entering a special time to do some serious tax planning.
Stacy Francis
February 7, 2018
In addition to being a leader in the financial planning and investment management industries, Stacy created a movement in which women no longer...
How to deal with market volatility if you’re nearing retirement
February 6, 2018
On Monday, investors had to pick their jaws off the ground after the Dow Jones Industrial Average dropped a whopping 1,175 points (its...