Author - Claire Emory, MBA, CFA, CFP®

1
Estate Planning Includes Disability Planning
2
Financial Abuse Affects Teens
3
Financial Planning is Both Defense and Offense
4
Grandparents Offer Great Amounts of Financial Assistance
5
Millions of Women Are Leaving the Workforce

Estate Planning Includes Disability Planning

The very human desire to not think about uncomfortable things is understandable. However, when it comes to estate planning, people not only have to consider death, in some cases, they also have to think about a different kind of life.  Your estate and estate planning documents are as subject to change as anything else in your life. And if you did not consider the possibility of living with a disability in your estate plan, you can alter it.

Disability planning is a part of estate planning because it is important to have sufficient resources should you become incapacitated in any …

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Financial Abuse Affects Teens

This post discusses the sensitive topic of domestic violence. October is National Domestic Violence Awareness Month. Domestic violence can take different forms and show up in different populations. One of these populations is teenagers. On the eve of the start of October, CNBC published ” Nearly one-third of tees relationships show sings of financial abuse study finds“. Some examples of financial abuse in teen relationships are:
  • stopping someone from going to school or work
  • directing someone how to spend (or not spend) their money
  • pressuring someone to lend money
  • using gifts or money to control behavior
The study mentioned… Read More

Financial Planning is Both Defense and Offense

Are you concerned about your family’s future in light of so much uncertainty? While we have been dealing with COVID-19 for a while now and have adapted in some ways, the virus has also adapted, so we cannot be sure about what is ahead. As the saying goes, ‘the best defense is a good offense”.

Yahoo! Finance offers “8 tactics to defend your family finances from whatever comes next“. The tips range from things you can do to lower daily expenses to loan refinancing and getting additional insurance.

Look at how your budget “leaks” money on a regular …

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Grandparents Offer Great Amounts of Financial Assistance

September 12, which just passed, is National Grandparents Day. In addition to the love and emotional support that grandparents provide, many also offer financial support. And, in some cases, grandparents are actually raising their grandchildren. There is food for thought for all family members when it comes to the financial assistance that grandparents provide and the financial help that some grandparents might need.

A 2019 article from AARP said that a survey the organization conducted found that despite the fact that close to 94% of grandparents give money to help grandchildren, “Today’s grandparents do not consider themselves financial supporters of …

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Millions of Women Are Leaving the Workforce

While people still relaxed from their labors and enjoyed themselves during the recent Labor Day holiday, many of us might say that the world of work has certainly changed, particularly for women. The NPR.org article “Millions Of Women Haven’t Rejoined The Workforce — And May Not Anytime Soon” points out that not only have record number of women lost jobs, record numbers of women are also not likely to rejoin the workforce right away.

In an article designed to give employers tips about how they can win back and retain women who left the workforce during the pandemic, …

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