Author - Claire Emory, MBA, CFA, CFP®

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Password Access is a Part of Estate Planning
2
Bring Clarity to Your 2020 Taxes
3
Financial Literacy 101: Investing Comes with Risks
4
Don’t Fall for Common Financial Myths
5
Women’s History: Finance Columnist Sylvia Porter Hid Her Gender

Password Access is a Part of Estate Planning

If you are like many of us, your day-to-day life requires an increasing number of passwords. Maybe you forget one from time to time and find yourself locked out of something you need to access and going through the hassle of proving your identity so you can gain access again. Or maybe you use a  password keeping program that holds all of your passwords so you don’t have to think about them. You may even do what experts sternly advise us no to do: use the same password for everything.

No matter what you do to solve password dilemmas, the …

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Bring Clarity to Your 2020 Taxes

Whether you just filed yesterday, filed earlier in 2019 , or have asked for an extension, as Policygenius.com says, you should “Start determining your 2020 tax strategy today.”  This is especially true if you filed an extension because you want to be better prepared next year: “Although Tax Day 2020 is a year away, remember that your taxes are a look back at the prior calendar year.”

This may seem like an obvious statement when you scramble to find receipts and documentation as the tax deadline approaches but have you considered that you do not have to struggle to account …

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Financial Literacy 101: Investing Comes with Risks

In this Dennis the Menace comic, you see Dennis about the break a piggy bank with a hammer and the caption reads, “Sorry, Piggy…But investments come with risks.”  At his young age, Dennis understands that it is not all smooth sailing when you invest. In this case, he has found some reason to literally ‘break the bank.”  He is telling the piggy bank he is sorry but as many adults know, it is the investor who may actually feel some pain.

A MarketWatch Opinion column asks, “ How much investment risk should you take?” The subtitle that says. …

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Don’t Fall for Common Financial Myths

Forbes discusses “10 Common Financial Myths That Should Be April Fool’s Jokes” and now that the first of April has passed, we hope that you will consider some of what they say and not take it as a joke.  It isn’t about doing the exact opposite of what everyone says; rather it is about making financial planning choices that work for you. Dump stocks when the market is down. The market will go up and down; it can’t continuously go up and up. If you have chosen well and haven’t invested all you have, you can decide… Read More

Women’s History: Finance Columnist Sylvia Porter Hid Her Gender

Accounts of Sylvia Feldman Porter’s life often cite the fact that her widowed mother lost $30,000 in the 1929 stock market crash as the thing that lit the spark for her career as a financial columnist but that interest may have been piqued even earlier. Porter also watched her parents lose money selfing Liberty Bonds at in inopportune moment, something she said many people once World War I was over. Sylvia Feldman’s mother was serious about her daughter getting a good education. After that  loss of $30,000, Sylvia wanted to know how that happened and switched her major from English/History to… Read More

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