Author - Claire Emory, MBA, CFA, CFP®

1
Women’s History: Finance Columnist Sylvia Porter Hid Her Gender
2
Managing Your Money and Your Relationships
3
Adjust Your Budget in January While the Year is Still New
4
Avoid Shock at Tax Time with Tax Planning
5
Xennials and Retirement Planning

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

Managing Your Money and Your Relationships

Kiplinger says “ Want to Protect Your Wealth? Then Manage Your Relationships,” noting that the way you relate to yourself and others can affect your financial outlook.

The very first person who may mismanage your money is…you. It helps to know your own habits and shortcomings and to be honest about them to maintain wealth. Otherwise, it is easy to fool yourself into thinking that you are a better money manager than you actually are. And if you think this advice is just about not overspending, think again: someone who is risk-averse may also jeopardize their financial future by …

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Adjust Your Budget in January While the Year is Still New

Whether you prepared a budget at the end of last year or if you have never made a budget, the end of January is a good time to consider your finances and spending. You may have been more optimistic at the end of the year about how much you could save or how little you would spend. Or, maybe the results of holiday spending have just become all too real for you in January. Whatever the case, at the end of January, the new year is still new but you may have already faced some hurdles in your request …

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Avoid Shock at Tax Time with Tax Planning

Many of us simply work all year and then approach tax season with much dread. We delay doing our taxes for as long as possible because we don’t want to face this unpleasant task. Even people who feel assured of a refund may not file right away. But perhaps the recent changes to the tax code will encourage people to take a new approach after this year: tax planning. Rather than being surprised at what happens, you can plan for your taxes. You can make decisions earlier in the year that will help soften the blow of having to gather… Read More

Xennials and Retirement Planning

You’ve heard of Millennials but have you heard of Xennials? And if you are a Xennial, does this label make a difference in your retirement planning? It might. You could scoff at these terms a marketing ploys or just conversation starters but it does help to know something about the specific obstacles people in your generation may face. We all need to save and prepare for retirement and recognizing the economic factors that affect our earnings can alleviate guilt about not saving enough and motivate us to do more. Business Insider defines Xennials as a ““microgeneration” born between 1977 Read More

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