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Francis
Financial, Inc.
111 John Street, Suite 240
New York, NY 10038 |
| Phone: 212-374-9008 |
| Fax: 646-219-6799 |
| Stacy@FrancisFinancial.com |
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| In
the News |
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The Danger Signs of Bad Credit
by Erin Peterson, Bankrate.com
April 28, 2010
"It's easy to blame today's economy for your personal economic woes, but more often it's your credit that's to blame. 'If you try to get a mortgage or a home equity line of credit and you're denied, you may want to look a bit deeper,' Francis says. Your bad credit is likely the culprit."
Click to read the article |
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My Own Personal Pay Gap: A Bride-to-Be's Earnings Debate With Her Fiance
by Jennifer Merritt, iVillage.com
April 21, 2010
"It is, of course, a highly personal decision, but there are things to take into account before coming to a conclusion, says Stacy Francis, a certified financial planner based in New York City. 'Look at whether, financially, you can take a step out of the workforce,' she says. 'Do you have an emergency fund? Are you putting money away for retirement? How big is your mortgage?'"
Click to read the article |

For Many Americans, Financial Resolutions Begin in April
by TaxASAP.com
April 21, 2010
"'Tax time is often the only time of the year when a lot of people sit down and look at how much they've earned, and how much they've been able to save,' Stacy Francis, founder of Savvy Ladies and a Certified Financial Planner', observes. 'It's a bit of a shock for many to see how much cash slips through their fingers every month.'"
Click to read the article |
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The One Big Money Mistake You Don't Want To Make
by Heidi Brown, Forbes.com
March 16, 2010
"Ditch the white-knight fantasy. 'A man is not a retirement plan,' quips Stacy Francis, a financial planner who works primarily with women."
Click to read the article |

Know Marital Finances When You Split
by Kay Bell, Divorce360
March 16, 2010
"There are many reasons people try to keep assets out of the marital pool. 'They range from simple greed to fear that they won't have enough money after the divorce to feelings of betrayal or anger at the need to divide property,' says Stacy Francis, a certified financial planner, also known as a CFP, and Certified Divorce Financial Analyst, CDFA."
Click to read the article |
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Gifting to Charities - What a Wonderful Reward in More Ways than One
by Stacy Francis, Rounds Online
March 16, 2010
"While donating money to worthy causes is something we think is great; gifting to charities can be greater still when you donate appreciated stock instead of cash. The tax advantages can be worth it."
Click to read the article |

Certified Financial Planner Teaches How to Talk to Your 7-10 Year Olds About Money
by Stacy Francis, babybites
March 14, 2010
"In this video, Stacy Francis, owner of Francis Financial Inc., walks us through how to speak to your child about money. She addresses the most commonly asked questions including 'What age is appropriate to broach the subject?' and 'Should I give my child an allowance?'"
Click to read the article |
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How to Calculate the Total Cost of That ETF
by Tom Lydon, first posted on ETF Trends
March 3, 2010
"Commission-free trades on an exchange traded fund (ETF) are a beautiful thing if you’re an investor who’s seen returns eroded by sundry fees."
Click to read the article |

How to Calculate the Total Cost of That ETF
by Tom Lydon, ETF Trends
March 3, 2010
"That reality made Schwab and Fidelity’s decision to waive fees on a number of ETFs 'a lovely light shining down for clients who have not been able to take advantage of ETFs,' says Stacy Francis, financial planner."
Click to read the article |
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Tips for evaluating ETF costs
by Carolyn Bigda, Chicago Tribune
March 2, 2010
"No-commission, low-fee exchange-traded fund are available, but their total costs must be considered. 'Every single incremental thing you can do to boost your performance is really important,' Francis said."
Click to read the article |

A Crash Course on Handling Your Money
by Stacy Francis, First Wives World
February 25, 2010
"Volumes have been written on how to handle your finances. We are going to try and cover it all, so fasten your seatbelts."
Click to read the article |
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How to Cut Your Cell Phone Bill
by Sheryl Nance-Nash, The Faster Times
February 8, 2010
"While these services seem convenient, they can really do a job on your wireless bill, not to mention wake you up with a new message alert in the middle of the night. So sign up for email alerts instead and check those on your own time,” says Stacy Francis, a certified financial planner and president of Francis Financial. “Sometimes it’s just easier, quicker and more effective to make a quick phone call.”
Click to read the article |

For Many Americans, Financial Resolutions Begin in April
by Financial Blog
February 7, 2010
"'Tax time is often the only time of the year when a lot of people sit down and look at how much they’ve earned, and how much they’ve been able to save,' Stacy Francis, founder of Savvy Ladies and a Certified Financial Planner™, observes. 'It’s a bit of a shock for many to see how much cash slips through their fingers every month.'"
Click to read the article |
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Take Time to Prepare Your Finances for the Future
by Stacy Francis, SavvyAuntie.com
January 25, 2010
"Tax season is right around the corner, Auntie. Use this time to prepare for your financial future and make sure that those you love will be taken care of. Here are some issues you should consider and discuss with your tax adviser, financial planner and attorney..."
Click to read the article |

Jean Chatzky: Answers to your fiscal questions
by Jean Chatzy, The Daily Journal, The Daily Herald
January 8, 2010
"Once that's under control, you can refocus on your retirement savings. 'The only exception,' says Stacy Francis, a certified financial planner with Francis Financial in New York, 'comes if those student loans are private with high interest rates.'"
Click to read the article |
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How to Avoid the Financial Holiday Hangover
by Stacy Francis, The Three Tomatoes
January 2010
"The festive season is once more upon us, and most people will be loading up their credit cards while some may even be tempted to sign up for in-store credit cards."
Click to read the article |

Ugly Breakup
by Rosalind Resnick, Entrepreneur Magazine
January 2010
"Stacy Francis, a New York City financial planner and certified divorce financial analyst who has worked with dozens of divorcing business owners, recalls representing a stay-at-home wife who was divorcing her husband, the owner of a production company. Because the husband couldn't afford to give up his livelihood, he ended up having to transfer his mutual funds into his wife's name and walking away from the marriage with next to nothing."
Click to read the article |
Click here to visit the News archive for 2009.
Click here to visit the News archive for 2008. |
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