Latest articles by Stacy Francis, CFP®, CDFA®, CES™
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Is a Roth Conversion Right for You Before the Election?
If you’re concerned about possible tax policy changes after the next president takes office, you might want to consider a Roth conversion now.
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Don't Let the Election Derail Your Investment Strategy
Ignore the headlines. With a solid financial plan and a well-diversified portfolio, you can confidently ride out any market volatility caused by the election.
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Eight Year-End Financial Tasks to Check Off Your To-Do List
The end of the year is already chockfull of important things to do, but don't let these seven fall through the cracks. You'll thank yourself in 2025.
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RSUs: In Divorce, They're Easy to Hide (or Misunderstand)
You may have never heard of restricted stock units, but they can be worth big money. You can't afford to overlook them when negotiating a divorce settlement.
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Four Steps to Help Widows Rebuild Financial Stability
If you’re feeling overwhelmed, you’re not alone. But your journey to financial independence can start here.
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Lessons Learned From Britney Spears’ Financial Conservatorship
The pop star’s recent memoir reveals the toll her involuntary conservatorship took on her and spotlights the drawbacks of these legal arrangements.
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Should You Still Have Bonds in Your Portfolio?
It’s easy to wonder if how we invest in bonds should change after the past few years. And if you’re taking a long-term view of investing, what should you do?
