Author - Claire Emory, MBA, CFA, CFP®

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Financial Planning And Fatherhood
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A Fee-Only Financial Planner Can Help As You Reach Milestone Ages
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How Financially Independent Are You?
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Get Personalized Help With Retirement Planning
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Financial Planning Tip: Get Your Social Security Statements Online

Financial Planning And Fatherhood

Financial planning isn't just for people who are getting ready to retire; this kind of assistance can be beneficial through various stages of life. In May, we looked at how mothers make financial sacrifices for their children and we know that fathers do the same.

In a personal essay on Yahoo! Finance, one father discussed “Financial Lessons of Fatherhood, ” mentioning that while he did prepare in some ways, he really could not have know what fatherhood would be like until he actually had child to care for. 

The costs of having a baby

Before you get …

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A Fee-Only Financial Planner Can Help As You Reach Milestone Ages

Working with a Fee-Only financial planner means that you have someone looking at the big picture that can foresee changes to your financial landscape, even if you are focused on the present.

As we are growing up, there are certain milestone ages that we look forward to, although they often require little preparation on our parts. Maybe you looked forward to going from single digits (9) to double digits (10) or you couldn’t wait to be 13, 16, 18 or 21. 

When we reach adulthood, however, there are also certain ages that matter a great deal, not because you get …

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How Financially Independent Are You?

If you are a working adult who is responsible for paying his or her own bills, you probably consider yourself to be financially independent. And while you may have ended your dependence on your parents a long time ago, if you are relying too heavily on credit to get by, you are not quite ready to declare yourself financially independent. If you struggle in this area, a Fee-Only financial advisor can help you design a plan to lessen your reliance on credit and stand on your own feet in the future.

On its website, U.S. News and World Report asks …

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Get Personalized Help With Retirement Planning

Last week, we mentioned that it is a good idea to sign up for online statements about your Social Security benefits. However, when it comes to retirement planning, Social Security is just the beginning. In a USA Today Money Watch column, Linda Leitz, a NAPFA-registered financial planner, fielded a question from a reader who is soon to retire and wondering about whether it is better to invest Social Security checks or us that money pay off a mortgage.

Leitz comments that you can pay off your mortgage if this is what really important to you but adds …

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Financial Planning Tip: Get Your Social Security Statements Online

While financial planning advice can include help with investments and finding ways to make your money grow, it also means getting reminders so you can keep up with simple money management tasks that you may overlook.  You may think that you spend a lot of time focusing on your money, but it is possible that you only focus on certain aspects of your finances; a Fee-Only financial planner examines the entire picture to keep you on the right financial track.

Now that the Social Security Administration no longer mails paper copies to everyone, I recommend you set up your "My …

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