Author - Claire Emory, MBA, CFA, CFP®

1
Work Through Your Investment Worries
2
Avoid Panic with an Estate Plan
3
Advice for Women on Creating Prenups
4
Tips to Reduce Retirement Stress
5
Plan Ahead for Next Year’s Taxes

Work Through Your Investment Worries

Are you worried about how your investments are faring this year? We can’t say there is absolutely no reason to worry but what we can say is that you are not left with no recourse. You can find ways to worry less and strategize about how to make the most of the earnings you do […]

©Bring Clarity to Your Finances™. Work Through Your Investment Worries is a post from Bring Clarity to Your Finances™

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Avoid Panic with an Estate Plan

The Kiplinger.com article “Estate Planning During the Pandemic” includes a scenario many of us want to avoid: a widow approached a financial planner with screenshots of texts her husband had sent from the hospital with information about investments and instructions. The husband passed away from COVID-related complications but one spouse not knowing enough to manage financial […]

©Bring Clarity to Your Finances™. Avoid Panic with an Estate Plan is a post from Bring Clarity to Your Finances™

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Advice for Women on Creating Prenups

There are women who are out-earning their partners. Not only are they earning more, these women may also have property, stock options, investments, and retirement savings. So, whether it is through salary, business income, or investments, there are women whose financial assets equal or rise above that of the person they intend to marry. In “Prenups […]

©Bring Clarity to Your Finances™. Advice for Women on Creating Prenups is a post from Bring Clarity to Your Finances™

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Tips to Reduce Retirement Stress

Many people are under a lot of stress right now. They are concerned about the present state of their finances and wondering how they will finance the future.  The Motley Fool offers “3 Tips for a Less Stressful Retirement.” Diversify Your Portfolio: You know the time-honored saying about not putting all of your eggs in one […]

©Bring Clarity to Your Finances™. Tips to Reduce Retirement Stress is a post from Bring Clarity to Your Finances™

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Plan Ahead for Next Year’s Taxes

The Huffington Post writes, “You might still be focused on surviving 2020, but when it comes to taxes, it doesn’t hurt to plan ahead.” There are some people who plan all year and work with professionals like an accountant and a Fee-Only financial advisor. Others might start thinking about the following year’s taxes after the winter […]

©Bring Clarity to Your Finances™. Plan Ahead for Next Year’s Taxes is a post from Bring Clarity to Your Finances™

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