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
Journey back from divorce can be taxing
March 24, 2013 Difficult as it may be, divorce is one of those life transitions that often brings new clients...Read More
A Surge in Divorce Specialists, Wall Street Journal
March 26, 2013 Providing wealth advice to clients involved in a divorce "is an exploding field," Stacy Francis of Francis...Read More
Women & Investing Series: The lowdown on breakups
March 16, 2013 Stacy Francis on divorce settlements, and how they alter financial planning. Click here to watch the video...Read More
Tax Refunds Arriving Later for Some
February 20, 2013 One client, a New York lawyer, expects a refund of around $50,000 because she overpaid her estimated...Read More
5 Love Lessons for Nieces on Valentine’s Day
February 2013 by Maelis Mittig In the spirit of the holiday, it’s only reasonable that we explore relationships, or as...Read More
Top Resume Tips to Share with Nieces and Nephews
January 2013 by Maelis Mittig As professionals, we can help them on this journey and educate them on the best...Read More
Nieces, Know Your Worth and Stay True to Self
December 2012 by Maelis Mittig What can I do to help them dream big without being discouraged by social norms?...Read More
Help Desk: Make up for lost time with investments
Aired October 23, 2012 Stacy Francis answers the question, "How do you make up for lost time with investments?"Read More
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