Francis Financial, Inc.

06/01/2026

Stacy Francis, CFP®, CDFA®, CES™, was recently featured in InvestmentNews discussing the growing complexity cryptocurrency introduces to estate planning.

Unlike traditional assets, cryptocurrency presents unique challenges. Ownership alone is not enough; access is everything. Without clear documentation and careful planning, heirs may have no way to locate or retrieve these assets. As Stacy highlights, something as simple as a missing private key can leave significant wealth effectively inaccessible.

Thoughtful planning is essential to ensuring that your assets are not only preserved but properly transferred to the next generation. Clarity today can prevent confusion tomorrow.

Read the full article here:

Cryptocurrency keys, and who holds them, add new levels of complexity to the estate planning process, warns Stacy Francis, president of Francis Financial.

05/27/2026

We’ve identified a fraudulent YouTube channel impersonating Stacy Francis using AI-generated content.

This is not affiliated with us, and we’ve already reported it—but it’s still live.

If you can, please take a moment to report this channel to help protect others:
https://hubs.la/Q04j24mv0

Select “Report User” → “Impersonation.”

Thank you for helping us stop misinformation and protect our community.

Welcome to Stacy Francis, a calm and simple guide for older adults and families navigating important decisions later in life. This channel shares easy-to-understand educational information about: Life insurance and final expense planning Wills, inheritance, and estate basics Retirement housing and p...

05/19/2026

We were so excited to come together as a team for the Wall Street Heart Walk in support of the American Heart Association and the 1440 Sarah Katz Positive Impact Fund. ❤️

At Francis Financial, we believe in showing up for the causes that matter, especially those that strengthen and protect our communities. It was a special evening making a meaningful impact together!

05/17/2026

Completed a triathlon in Far Rockaway this morning! Swam in the ocean with crazy huge waves - fast bike - and a good run. Celebrating that I won 2nd for my age group and am down 20 pounds!
Getting ready for my IronMan in 3 weeks!

05/14/2026

Losing a spouse is already life altering. Losing a spouse in the line of duty brings an entirely different level of grief, pressure, and financial complexity.
In this episode, Stacy Francis sits down with Air Force veteran, widower, financial therapist, and fee only advisor Daniel Kopp to talk about the hidden financial benefits available to Gold Star widows, the survivor programs many families don’t fully understand, and the emotional side of navigating finances after military loss. An essential conversation about benefits, deadlines, and support for families after a service related death.
Listen Here:

Losing a spouse in the line of duty brings unique financial and emotional challenges. Stacy Francis sits down with Air Force veteran, widower, and financial therapist Daniel Kopp to explore the hidden benefits available to Gold Star widows, critical deadlines, survivor programs, and how financial th...

05/13/2026

We had the most wonderful time last night, hosting so many of our networking partners for floral arranging, cocktails, and conversation! It is not lost on us just how special our network is and we are filled with gratitude!

A huge thank you to Inspir Senior Living for hosting us!

05/06/2026

Stacy Francis, CFP®, CDFA®, CES™, was recently featured in Kiplinger to explain why so many taxpayers were shocked by their tax bill this year. Many people expected a refund, only to find they owed money instead often due to changes in withholding, income or tax rules.

At Francis Financial, we help women understand how proactive planning can help avoid tax surprises and create greater clarity around their finances.

Many taxpayers were expecting higher tax refunds this year, only to find they owed money to the IRS. What was to blame — and how can you avoid it next year?

05/04/2026

74% of parents are considering or already helping their children buy a home.

It’s a major shift and one that requires thoughtful planning.

Stacy Francis will be discussing what families need to know today at 5:38 PM on Good Day New York on Fox 5 New York.
Watch live:

Stream local news and weather live from FOX 5 New York. Plus watch LiveNow, FOX SOUL, and more exclusive coverage from around the country.

05/01/2026

A business can be one of the most meaningful things you build in your lifetime. But without the right plan, it can also become one of the most complicated things your family has to untangle.
In this episode, Stacy sits down with estate planning attorney Katya Sverdlov to talk about the real-life decisions business owners need to make before a crisis hit. An essential conversation for entrepreneurs who want to protect their business, their family, and the legacy they’ve worked so hard to create.
Listen Here:

Don’t let everything you’ve built become a burden for your family or partners. Stacy sits down with estate planning attorney Katya Sverdlov to explore how business owners can protect their companies with smart estate planning, buy-sell agreements, insurance strategies, and clear succession plans...