Author - Claire Emory, MBA, CFA, CFP®

1
Getting Advice On Retirement Planning And Long-Term Care Insurance
2
Financial Planning And Fatherhood
3
A Fee-Only Financial Planner Can Help As You Reach Milestone Ages
4
How Financially Independent Are You?
5
Get Personalized Help With Retirement Planning

Getting Advice On Retirement Planning And Long-Term Care Insurance

In a culture where youth is sometimes worshipped, many people don’t want to think about getting older and they certainly don’t want to plan for it. However, whether you plan for it or not, you are going to get older. When you consult a Fee-Only financial planner, you can make important decisions about your future with expert guidance. A Fee-Only financial planner can not only talk to you in general about retirement planning, but can also work with you to set up your finances so you will have money as you age.

In, “Long-Term Care: Is It in

Read More

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 …

Read More

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 …

Read More

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 …

Read More

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 …

Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login