Author - Claire Emory, MBA, CFA, CFP®

1
The Connection Between Love and Your Money Mindset
2
What is Your Long-Term Investment Strategy?
3
Will You Have to Pay Taxes on Stimulus Money?
4
The Value of Giving Gifts
5
Keep Financial Planning in the Family

The Connection Between Love and Your Money Mindset

As a champion of holistic financial decision making and financial planning since 2004 that believes in putting the client’s needs first, Clarity Financial Planning wants you to consider both love and money this Valentine’s Day. And we don’t just mean romantic love because there are other types of love that can affect your financial habits. […]

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What is Your Long-Term Investment Strategy?

We don’t have tips on that one thing you absolutely must invest in because everyone knows it is sure to bring big returns. Your investment choices depend on a number of factors including: how much you have to invest, your age, your tolerance for risk, and your values. What we can do is look at […]

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Will You Have to Pay Taxes on Stimulus Money?

If you are someone who has received or will receive a stimulus check from the federal government, you may be concerned that you will need to pay taxes on those funds in the future. Kiplinger.com addresses that and a few other related tax issues in “Is Your Stimulus Check Taxable?”  Although we are taxed on […]

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The Value of Giving Gifts

Each year PNC Bank releases a Christmas Price Index that tabulates how much it would cost to give the gifts mentioned in the lyrics of the song “The 12 Days of Christmas.” Each year’s list looks at the prices with costs adjusted for the current economy and this year’s list did factor in the pandemic.  […]

©Bring Clarity to Your Finances™. The Value of Giving Gifts is a post from Bring Clarity to Your Finances™

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Keep Financial Planning in the Family

Are you the financial planner for your family? If you have singlehandedly taken on the responsibility for your family finances, consider that you don’t have to go it alone. In fact, you may find that things are easier when you share the load. You can still play to your strengths and do the work that […]

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