Archive - 2019

1
Get Set Up for Less Stress at Tax Time Next Year
2
Spending: Convenience or necessity?
3
Back to School: Improving Financial Literacy
4
Don’t Retire Too Early #FIRE
5
Set Boundaries When Adult Children Move Back In

Get Set Up for Less Stress at Tax Time Next Year

Oct 01 2019
Browse archives for October 01, 2019
Claire Emory, MBA, CFA, CFP® All posts from Claire Emory, MBA, CFA, CFP®
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While you perhaps breathed a sigh of relief that it was over, experts began tax planning for 2020 right after the 2019 tax season ended (if they hadn’t started before). It’s okay if you didn’t start thinking about next year’s taxes that early, however, are still things you can do during the last quarter of […]

©Bring Clarity to Your Finances™. Get Set Up for Less Stress at Tax Time Next Year is a post from Bring Clarity to Your Finances™

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Spending: Convenience or necessity?

Sep 10 2019
Browse archives for September 10, 2019
Danielle L. Schultz, CFP®, CDFA

Danielle L. Schultz, the principal financial planner of Haven Financial Solutions, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a NAPFA-registered Financial Advisor, and a Registered Investment Advisor in the State of Illinois. She studied financial planning at Northwestern University’s Certified Financial Planner™ certification program. She also holds a Series 65 license (Registered Investment Advisor Representative) and a CCPS (Certified College Planning Specialist).

She writes a regular column for Better Investing magazine and is currently working on a revision of their mutual funds handbook. In addition to academic training and professional experience, Ms. Schultz has personally managed Social Security, Medicare, retirement and long-term care issues; college funding concerns; and cash flow and transition planning in self-employment and divorce situations. Her social work background gives her an innovative perspective on financial planning issues; for her, financial planning is not only about money, but also a key component in a satisfying and well-lived life.

All posts from Danielle L. Schultz, CFP®, CDFA
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Yes, in fact I do know it all. Until someone points out that, in fact, I have my head under my wing. This is about the blog post I didn’t write. Recently, I saw individual Horizon Organic Milk packs advertised at Whole Foods.  I was about to write a scathing post about how the price […]

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Back to School: Improving Financial Literacy

Sep 10 2019
Browse archives for September 10, 2019
Claire Emory, MBA, CFA, CFP® All posts from Claire Emory, MBA, CFA, CFP®
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It’s early September and while everyone is in back-to-school mode, why not take some time to hit the books and learn about some aspects of financial planning that you know little about?  Once we can read, we give less though to literacy, however the need to improve financial literacy is ongoing. While you can rely […]

©Bring Clarity to Your Finances™. Back to School: Improving Financial Literacy is a post from Bring Clarity to Your Finances™

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Don’t Retire Too Early #FIRE

Sep 06 2019
Browse archives for September 06, 2019
Michael J. Garry, CFP®, JD/MBA

Michael Garry is a CERTIFIED FINANCIAL PLANNER™ practitioner and owner of Yardley Wealth Management in Yardley, PA. Michael is a NAPFA-registered Financial Advisor. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Michael recently published his first book: Independent Financial Planning: Your Ultimate Guide to Finding and Choosing the Right Financial Planner

Michael is a frequent expert contributor to financial publications, and has also been quoted in The Wall Street Journal, USA Today, Money Magazine, Kiplinger’s, BusinessWeek.com, CNNMoney.com, Consumer Reports Money Advisor, Investment News, The Bucks County Courier Times, Financial Advisor, and other periodicals;

All posts from Michael J. Garry, CFP®, JD/MBA
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The post Don’t Retire Too Early #FIRE appeared first on Yardley Wealth Management, LLC.

I want to talk to you today about something that may seem counter-intuitive. I’m a…

The post Don’t Retire Too Early #FIRE appeared first on Yardley Wealth Management, LLC.

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Set Boundaries When Adult Children Move Back In

Sep 03 2019
Browse archives for September 03, 2019
Claire Emory, MBA, CFA, CFP® All posts from Claire Emory, MBA, CFA, CFP®
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It’s back-to-school time: the point of the year parents look forward to sending their children off to school, knowing that another summer break is months away. However, some parents of adult children are in the opposite mode—instead of sending children away, they may need to welcome their adult children (and possible the child’s spouse and […]

©Bring Clarity to Your Finances™. Set Boundaries When Adult Children Move Back In is a post from Bring Clarity to Your Finances™

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