Sharon Appelman: “We go back to the basics of risk tolerance”
September 15, 2013 "This year, there's an uptick in clients talking about ... increasing their equity holdings. We go back...Read More
With rents through the roof, young New Yorkers return home
August 19, 2013 "'Parents should charge their child 'rent' and put this towards a savings or retirement account,' said Maelis...Read More
Advisers lean toward Yellen for Fed post over Summers
August 3, 2013 "Sharon Appelman, director of financial planning and investment management at Francis Financial Inc., said both are equally...Read More
The Discreet, Effective Way to Let Prospects Talk to Clients
July 8, 2013 "Stacy Francis of Francis Financial in New York, whose firm manages about $100 million for 100 households,...Read More
Save for College in Accounts for Minors With Tax Benefits
June 14, 2013 "New York City-based financial planner Stacy Francis says the money in accounts called Uniform Gifts to Minors...Read More
Widows and divorcees put money in motion
May 28, 2013 "But empathy and hand-holding does not have to be about sharing your own emotions. 'They don't want...Read More
5 of the Worst Things You Can Do With Your Money
April 17, 2013 "More recently, some employers are offering a stronger selection of investment options in their 401(k) plans, says...Read More
One more reason to hate your ex: you could get hit with tax bill
April 5, 2013 “They go ahead and file and then realize they owe $20,000 in back taxes. The problem is...Read More
5 Things to Do When Retirement Savings Fall Short
March 29, 2013 Keep in mind that you’ll “need to have some cash on hand to close the mortgage, but...Read More
(Visited 2,224 times, 1 visits today)