Author - Claire Emory, MBA, CFA, CFP®

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Get Financial Planning Help Before and After College
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A Fee-Only Financial Advisor Can Help Increase Your Financial Fitness
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Financial Planning and Your Summer Vacation
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Mothers: Financial Planning Can Help Create Financial Security
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Women: Treat Yourself to Financial Planning, You Deserve It

Get Financial Planning Help Before and After College

A financial planner can tell you that it is difficult to meet expenses and prepare for retirement if you are saddled with debt. It is especially difficult when you are young and just starting out. In fact, The Wall Street Journal recently recommended people giving gifts to graduates consider giving the gift of financial planning, paying for a “session or two with a financial planner” instead of just writing a check.

As graduation season winds up, many college grads have finished celebrating and now face the harsh reality that they have a lot of money to pay back in …

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A Fee-Only Financial Advisor Can Help Increase Your Financial Fitness

Fitness is a buzzword in our culture and we spend a lot of time trying to get fit or lamenting that fact that we are not as fit as we would like. And when we think about fitness, we often associate the term with being physically fit…but what about financial fitness? If you are concerned that your finances are not as they should be, a Fee-Only financial advisor can help you get into better financial shape.

A financial advisor can help by:

Trimming the fat (from your budget). This does not necessarily mean that you can’t spend any money …

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Financial Planning and Your Summer Vacation

No matter what scientists say about the actual start of summer, for many people, Memorial Day is the beginning of the summer season. Lots of magazines and TV shows will tell you that if you haven’t already planned a summer vacation, it is not too late. This is certainly true and you may be able to snag a last-minute deal. However, a financial advisor might caution you to look before you leap. This does not mean that you shouldn’t get a vacation but that you shouldn’t ignore the principles of financial planning as you contemplate your summer getaway. 

Can you

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Mothers: Financial Planning Can Help Create Financial Security

If you are mother or are considering motherhood, a Fee-Only financial planner can help you manage your money so you aren’t overwhelmed. When you put effort into financial planning, you are not only securing your financial future, you are setting a great example for your children.

Yahoo! recently reported on the results of research that estimated it will cost $227,000-$287,000 to raise a child born in 2010 and that doesn’t include costs related to pregnancy or college tuition. And CNN Money recently reported on mothers who say, “I can’t afford to work.” If you are one of these women, …

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Women: Treat Yourself to Financial Planning, You Deserve It

Remember that old commercial where a woman sang about how she could ‘bring home the bacon and fry it up in a pan?’ Even if you don’t, you are probably at least aware that many women have a lot of responsibilities at home and at work. While men are sometimes seen as people who primarily work outside of the home, women often get the message that they are expected work in and outside of the home. And some women find it difficult to divide their time between the two. Plus, no matter where they work or focus their …

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