Author - Claire Emory, MBA, CFA, CFP®

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How Financially Independent Are You?
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Get Personalized Help With Retirement Planning
3
Financial Planning Tip: Get Your Social Security Statements Online
4
How To Avoid Major Estate Planning Mistakes
5
Get Financial Planning Help Before and After College

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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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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