Author - Claire Emory, MBA, CFA, CFP®

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Set Financial Goals So Emotions Don’t Derail Your Investments
2
Are You Undermining Your Retirement Goals?
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Estate Planning: What Same-Sex Couples Need to Know
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Are Women Better Investors?
5
Retirement Planning Can Ease Anxiety

Set Financial Goals So Emotions Don’t Derail Your Investments

Kiplinger.com offered tips to help you keep your emotions out of investments. Emotions, such as concern for your family’s future, can fuel your desire to invest but they may cause problems if you let emotions derail your investment. In a culture that often tells you to follow your gut, you may find at times that your emotions can lead you astray when it comes to investment strategy.

The article first suggests that you set financial goals. Goals can help you to keep perspective. For example, if you hear about a big change in the market, you don’t have to …

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Are You Undermining Your Retirement Goals?

Despite your best intentions, Time.com points out ways you might be sabotaging your own retirement plan. You have visions of the day when you will not have to go to work everyday and can enjoy your family and favorite activities but you might undermine your retirement goals if you do the following:

Obsess about the market/Rely on unrealistic expectations

The article says, “…if you give in to the urge to overhaul your investment strategy every time stocks there’s the threat of a setback in the market, you run the risk of making moves that may seem prescient at the …

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Estate Planning: What Same-Sex Couples Need to Know

As a USA Today article explains, estate planning can be complicated for anyone but it can be especially intricate for same-sex couples. Some of the same issues that heterosexual couples face apply but there may be additional hurdles.

Married? One of the first things a same-sex couple needs to do is determine if they are married. If the individuals never married, that determination is simple. However, if they married in or move to a state where same-sex marriages were contested, things are not clear. USA Today consulted Joan M. Burda, attorney and author of Estate Planning for Same-Sex Couples. …

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Are Women Better Investors?

Why women are better investors: study,” Reuters discusses a Fidelity investments survey and an academic study which found that women save more than men and that their investments also earn more. The survey found the savings and the investment advantage women have over men is 0.4 percent, adding “…the disparity at retirement age is anything but minor. For a 22-year-old starting out with a salary of $50,000 a year, a woman investor will outpace her male counterpart by more than $250,000.”

The article revisits the idea that people presume that men are better investors with women since less than …

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Retirement Planning Can Ease Anxiety

Louise Nayer, author of Poised for Retirement: Moving From Anxiety to Zen, kept a diary right before she officially retiring and during the first few years of retirement and she used this, along with interviews and research, to write a book to help retirees.

Nayer told Forbes in an interview that she found whether people were well prepared or ill prepared for retirement, they were all worried about money.

In hindsight, Nayer considers some financial decisions her family made and says she might have done some things differently. She muses that her children may have been just …

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