Author - Claire Emory, MBA, CFA, CFP®

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A Fee-Only Planner Can Help You Find Applicable Tax Deductions
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Retirement Planning Mistakes To Avoid
3
Estate Planning Is Invaluable For Women
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Retirement Planning: Will Your 401(k) Be Enough?
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Start Financial Planning In Your 20s

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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Estate Planning Is Invaluable For Women

In “Estate Planning for Women (And the Men Who Love Them) on Forbes.com, Deborah L. Jacobs urges women to get educated about estate planning and seek help from trustworthy individuals. She notes that because women are more often widowed, more likely to marry older spouses, and tend to earn less, “Estate planning affects women more profoundly, so they should take charge of this process, or at least be equal participants.”

While estate planning can be as simple as leaving a legally viable will, you may need to delve deeper, depending on your financial goals and your desire to …

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Retirement Planning: Will Your 401(k) Be Enough?

There is a perception among some people that retirement planning and investments are only for those who are very wealthy and this couldn’t be further from the truth. While you might not want to put a lot of money into investing if you can barely make ends meet, you do not have to be among the mega-rich to invest money. If your retirement planning consists of relying solely on a 401(k) from your employer, you may want to think about other streams of retirement income and a Fee-Only financial advisor can help.

In “Fee Disclosure Won’t Fix Your 401(k)

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Start Financial Planning In Your 20s

In a Financial Chronicle article entitled, “Start financial planning as soon as you get first job,” the writer tries to impress upon young people that they don’t have to worry about the amount of money they have and should instead think about the amount of time they have to put money aside for the future.

“The biggest asset that you bring to the table in your 20s is not how much you are earning, but the amount of time that you have on your side to make your money grow. The decisions and actions that you will take now will

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