Francis Financial, Inc.

08/26/2026

According to the U.S. Bureau of Labor Statistics, women ages 16-24 earned 91.1% as much as men, while women age 55+ earned just 78.5% as much. This gap can affect how much women are able to save, invest, and carry into retirement. But these statistics do not define any one woman’s financial future!

Knowing your worth, advocating for your compensation, and staying actively involved in your finances can help build greater choice and security over time.

This Women’s Equality Day, we celebrate progress while recognizing the work still ahead. Financial equality should be part of the conversation.

08/20/2026

When someone dies, the bills don't stop but access to the money might.

You can have the will, the beneficiaries, the trust, and still be blindsided when someone dies. Bank accounts can freeze, automatic payments can stop, and suddenly the grieving person is also trying to keep the financial wheels turning.

In this episode, Stacy Francis sits down with accountant Evan Gilder to talk about the practical money issues families often don't hear about during estate planning, from frozen accounts and probate delays to beneficiary mistakes and unclaimed funds. An essential conversation about preparing for the financial realities families face after the loss of a loved one.

🎧Listen Here: https://hubs.la/Q04tNjh20

You can have a will, trust, and beneficiary designations in place and still face unexpected financial challenges after a loved one dies. Stacy Francis sits down with accountant Evan Gilder to discuss frozen accounts, probate delays, beneficiary mistakes, unclaimed funds, and the practical planning s...

08/20/2026

Why are high-earning women retiring with more than 20% less money than men?

In her latest Kiplinger article, Stacy Francis, CFP®, CDFA®, CES™, explores this surprising reality. She shares strategies for building long-term wealth through intentional investing, tax-efficient planning, diversification, and thoughtful portfolio management.

Read the full article → https://hubs.la/Q04tJTfz0

Women should move beyond simple saving to a strategy that optimizes taxes, asset location and diversification, so every dollar works toward long-term goals.

08/17/2026

Financial abuse is so often hidden in plain sight, and its repercussions are often tremendous.

Stacy Francis recently joined Dominate Law's panel discussion, Financial Abuse in Divorce: What Most Attorneys Miss, to talk about how attorneys and financial professionals can better identify warning signs and support those affected.

The more awareness we create, the more people can get the help and guidance they need.

Thank you to Dominate Law for hosting this discussion.

08/17/2026

Many surviving spouses assume they are personally responsible for their loved one's debt. In reality, that is not always the case.

In her latest Forbes article, Stacy Francis explains what surviving spouses need to know about debt after death and the steps to take before paying a creditor.

Read the full article → https://hubs.la/Q04thrPm0 ]

Doing what feels right and doing what is financially and legally right are not always the same thing.

08/13/2026

Keeping a promise shouldn't mean compromising someone's safety.
How do you honor a loved one's wish to stay at home while also making sure they are safe, supported, and able to thrive?
In this episode, Stacy Francis sits down with gerontologist and care manager Rebecca Lippel to talk about the emotional, practical, and financial realities of caring for an aging family member. From in-home care and assisted living to difficult family conversations and hidden costs, this is an essential conversation about finding the right care at the right time while protecting dignity, independence, and family relationships.
Listen Here: https://hubs.la/Q04s-0TG0

Helping an aging parent stay safe is often more complex than simply honoring their wish to stay at home. Stacy Francis sits down with gerontologist and care manager Rebecca Lippel to discuss care options, hidden costs, difficult family conversations, and how to make thoughtful decisions that protect...

07/31/2026

What happens financially after the loss of a spouse or a major life transition?

In a recent episode of Organizing Life's Daily Demands, Stacy Francis, CFP®, CDFA®, CES™, joined host Peter Gordon to discuss the experiences that inspired her career, the mission behind Francis Financial and Savvy Ladies, and the financial challenges many women face in a major life transition such as divorce or widowhood.

Stacy shares practical guidance on understanding assets, income, and expenses, while emphasizing the importance of financial education, support, and planning during life's most difficult transitions.

Listen to the episode →

Organizing Life's Daily Demands with Peter Gordon, Episode 70In t...

07/31/2026

As financial planning continues to evolve, firms across the industry are evaluating how to balance rising costs with the value they deliver to clients.

Stacy Francis was quoted in InvestmentNews, sharing her perspective on the factors driving fee increases, including the growing complexity of financial planning, higher technology and compliance costs, and increased demand for specialized advice.
https://hubs.la/Q04rsvHN0

The Sallie Krawcheck-founded firm's increase reflects a 52% surge in average advisor retainer fees since 2023

07/21/2026

Why do so many successful women still hesitate to call themselves investors?

Many women are encouraged to save and budget but not necessarily taught how to invest with confidence.

In this episode, Stacy Francis sits down with Samina Bari to talk about building confidence as an investor, taking greater ownership of your financial future, and why life-changing transitions often reveal gaps in the support people receive when navigating major financial and personal decisions. An important conversation about investing, confidence, and finding support during life's most challenging moments.

🎧 Listen here: https://hubs.la/Q04qbxc70

Many women are encouraged to save and budget but not taught how to invest with confidence. Stacy Francis sits down with Samina Bari to discuss overcoming investing fears, building wealth through aligned financial decisions, and why life-changing transitions often reveal the need for greater financia...

07/20/2026

What does financial abuse actually look like in a divorce case? Many forms of financial abuse go unnoticed until significant damage has already been done.

Join Stacy Francis and an expert panel for "Financial Abuse in Divorce: What Most Attorneys Miss." Whether you're an attorney, financial professional, or advocate, you'll gain practical insights that can help you better support clients facing financial control and coercion.

📅 July 30, 2026
🕗 8:00 PM – 9:00 PM ET
💻 Live Webinar

Reserve your complimentary spot: https://hubs.la/Q04q0_LN0

Join our live Zoom panel on July 30th, 2026, for an important and practical discussion on financial abuse in divorce — what it really looks like, why it is often missed, and how attorneys can better identify and support clients facing this issue. This session will explore the warning signs, client...