Author - Claire Emory, MBA, CFA, CFP®

1
Yes, You Can Practice Being Retired
2
Don’t Let Holiday Spending Guilt Trip You Up
3
Amy’s Will: Estate Planning in Little Women
4
Investing Time in Financial Planning Pays Off
5
Study Finds Divorced Women Gain Financial Confidence with Time

Yes, You Can Practice Being Retired

The practice of offering consumers the chance to take a vehicle they might buy on a test-drive has been in place for a long time. And a few years ago, realtors got into letting people “test-drive” homes by spending the night in them. And in “Test-Drive Your Retirement,” Kiplinger.com suggests that instead of just outlining your retirement goals on paper, you actually take those goals for a test-drive to see if the retirement life you are planning will really work for you.

Location, Location, Location: You would expect to be advised to try for an extended stay in …

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Don’t Let Holiday Spending Guilt Trip You Up

Are you feeling a little remorse about the money you spent over the holidays? There is an online meme where a parent  jokes about taking all of the holiday presents back because the children are behaving. Isn’t that how it is with the things we buy sometimes? They don’t produce the expected result or function quite as we would like and we want to go back in time. We were full of hope when we bought these things and it is only later that the regret sets in. We like to believe that the new year brings a fresh start… Read More

Amy’s Will: Estate Planning in Little Women

A new movie version of the classic novel Little Women will be in theaters during the holiday season. The book’s author, Louisa May Alcott, wrote a book about young women that was suitable enough to sell but also included some of her own unconventional ideas in the text however she could and offered various illustrations of womanhood. She shows how wealth and financial planning can alter a woman’s life for the better.

Aunt March is not the woman who is most admired by the sisters in the book, she is one who influenced them and acted in ways that …

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Investing Time in Financial Planning Pays Off

The Motley Fool asked readers “How Much Time Does the Average American Spend on Personal Finance?”  Rather than look at the actual time in minutes or hours, we can say that the answer for many people is: not enough. Using data from the Bureau of Labor Statistics and from Northwestern Mutual’s 2019 Planning & Progress Study, The Motley Fool found that the desire to be financially stable is there but it is not easy to take action to reach out financial goals. 

“When it comes to finances, people were almost 30 times more likely to spend time watching TV …

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Study Finds Divorced Women Gain Financial Confidence with Time

The end of a marriage does not have to mean the end of financial stability: in fact, for some women it is just the opposite. Some women find that having no choice but to take control of their own financial planning gives them a confidence they may have not had before.

Kiplinger.com published “Financial Confidence in Divorced Women is on the Rise,” and included the following insight:

“While 57% of women say that divorce was a wake-up call for them from a financial standpoint, the good news is that things do get better. According to the recent Allianz …

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