Author - Claire Emory, MBA, CFA, CFP®

1
Financial Planning Tip: Get Your Social Security Statements Online
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How To Avoid Major Estate Planning Mistakes
3
Get Financial Planning Help Before and After College
4
A Fee-Only Financial Advisor Can Help Increase Your Financial Fitness
5
Financial Planning and Your Summer Vacation

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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How To Avoid Major Estate Planning Mistakes

It can be easy to forget how important estate planning is as you go about your daily routines. In ”7 Major Errors in Estate Planning,”  a Forbes  article written by Robert Clarfeld, ”not having a plan” is the first estate planning error on the list. You know the old saying, “If you fail to plan, you plan to fail.”

Forbes points out that technically each person does have an estate plan, but that it is one that will follow the whims of the state where you reside when you die. If you die without a legally binding will, your state …

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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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