Claire Emory, MBA, CFA, CFP® | FIGuide

Managing Your Money and Your Relationships

Feb 19 2019

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. […]

©Bring Clarity to Your Finances™. Managing Your Money and Your Relationships is a post from Bring Clarity to Your Finances™

Adjust Your Budget in January While the Year is Still New

Jan 29 2019

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 […]

©Bring Clarity to Your Finances™. Adjust Your Budget in January While the Year is Still New is a post from Bring Clarity to Your Finances™

Avoid Shock at Tax Time with Tax Planning

Jan 22 2019

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 […]

©Bring Clarity to Your Finances™. Avoid Shock at Tax Time with Tax Planning is a post from Bring Clarity to Your Finances™

Xennials and Retirement Planning

Jan 15 2019

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 […]

Put Your Money to Work for You

Jan 04 2019

According to Yahoo! Finance, 1 in Every 4 Americans is Working this Labor Day and Their Hard Work is Going Unappreciated. The article made mention of a contest in which U.S. laborers can win a paid day off. There is always some working at something in order to keep things going. You might not want […]

Author - Claire Emory, MBA, CFA, CFP®