Author - Claire Emory, MBA, CFA, CFP®

1
A Fee-Only Financial Planner Can Help You Invest In Yourself
2
Financial Planning Can Add More Joy To Your Holidays
3
Financial Planning Can Include Giving Back
4
A Fee-Only Planner Can Help You Find Applicable Tax Deductions
5
Retirement Planning Mistakes To Avoid

A Fee-Only Financial Planner Can Help You Invest In Yourself

A Fee-Only financial planner can help you with investments but first you have to make an investment in yourself and your future.  Before you delve into stocks and dividends and learn the language of financial markets, you may need to unlearn some of your negative beliefs about money.

Financial planning is more than money and numbers; it is about gaining perspective and understanding that it is necessary to commit time and energy to grow your money.

According to MyFinancialAwareness.com,

“It is important to understand the reasons why you have avoided financial planning in the past (resistance) because these reasons

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Financial Planning Can Add More Joy To Your Holidays

Even if you have already shopped for the holidays, it is still not too late to do some financial planning to ensure that you do not overspend. As the 360 degrees of Financial Literacy website reminds readers, “The most helpful step in planning your holiday shopping adventures it so establish a realistic budget based on your current cash flow and financial obligations.”

It is possible to enjoy the holidays with friends and family without overdoing it and without undoing the sound financial plans you and your Fee-Only financial advisor have put in place.

Budgeting Your Money

You can set a …

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Financial Planning Can Include Giving Back

Financial planning? It’s work — the kind that can send you to the shoe store.”

That was the Courier-Journal paraphrasing part of a talk that finance expert and author Jean Chatzky gave at a luncheon aimed at women earlier this fall. Chatzky spoke of how you can look to others as examples for how to handle your own financial life and suggested that a financial planner can help.

While she referenced the idea that the challenging parts of life can make you seek comfort in the form of shoe shopping, Chatzky had an interesting approach to working against the desire …

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A Fee-Only Planner Can Help You Find Applicable Tax Deductions

Financial planning may seem like a chore but it is worth the effort. For example, are you looking for ways to lessen the amount of taxes you owe this year? You don’t have to handle all of this by yourself—a Fee-Only Financial Planner can help you keep track of applicable deductions and stay on top of your taxes. Here are just some ways you can lower your taxes:

Paying it forward

You can do yourself a favor if you can make your January mortgage payment by December 31. If you can pay early, you will be able to take an …

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Retirement Planning Mistakes To Avoid

As you approach retirement age, it is important to have all your ducks in a row. The Wall Street Journal (WSJ) points out in “Avoid These Common Pre-Retirement Mistakes,” one of these mistakes is assuming that you are all set because you have already done some retirement planning:

“Misinterpreting a spouse’s retirement dreams, failing to plan for emergencies and spending too much are just a few of the mistakes folks approaching retirement may make.”

Communicating with your spouse: The article tells the story of spouses who were not on the same page and the husband ended …

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