Author - Claire Emory, MBA, CFA, CFP®

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Retirement Planning Includes Planning Retirement Account Withdrawals
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Charitable Giving After a Natural Disaster
3
Women and Retirement Planning: There’s Still Time to Learn
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Set Financial Goals So Emotions Don’t Derail Your Investments
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Are You Undermining Your Retirement Goals?

Retirement Planning Includes Planning Retirement Account Withdrawals

Does your retirement planning include a plan for how you will take withdrawals from your retirement accounts?

You can spend your life saving for retirement with the assumption that once you reach retirement age, your work is done. Or you can recognize that money management continues into your golden years and do some financial planning ahead of time to make it easier.

The Motley Fool highlights “3 Mistakes People Make With Retirement Withdrawals” to help readers avoid missteps after working and saving for many years.

If you wait too long to withdraw money from certain tax-favored retirement accounts, …

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Charitable Giving After a Natural Disaster

There is a hurricane season each year but several hurricanes have been particularly devastating this year. Naturally, many of us want to help and since we are not equipped to travel to these places to assist in person, charitable giving is a good way to help when you cannot be there. In recent years, the general public has become more educated about how one needs to be discerning about donating since some organizations make better use of donations than others. You may also have seen articles and social media posts with information about the strengths and weaknesses of some major …

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Women and Retirement Planning: There’s Still Time to Learn

In “Retirement planning for women: It’s never too late to learn,” bizjournals.com interviewed Melissa Brown, the CEO of a wealth management firm, has helped a number of young widows and wants women who rely on someone else to take care of the finances and retirement planning to know that it is not too late for them to learn.

“We have a stereotype of an elderly couple aging and when one passes away, they have their adult children or family members to help the surviving spouse manage their finances. However, what happens when we have a 45 year old

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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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