Author - Claire Emory, MBA, CFA, CFP®

1
Financial Planning in Times of Crisis
2
Women Face Challenges in Saving for Retirement
3
The Pink Tax Affects Women’s Financial Planning
4
Planting New Seeds for Financial Freedom
5
Your Financial State of the Union

Financial Planning in Times of Crisis

We recently saw a social media post warning people not to look at their 401(k) accounts as we are in the midst of a global pandemic related to the spread of COVID-19. And as many have noted, it is possible that if the illness itself doesn’t get you, then anxiety and worry could wear you down instead. You may or may not choose to look at your retirement accounts but you cannot ignore the need for financial planning at this time. Certain industries, companies, and individuals will see a loss of income and it is how they manage to recover …

Read More

Women Face Challenges in Saving for Retirement

You may have heard the advice about the importance of saving for retirement and you may know just how important it is  to save and still not be able to really put aside money for retirement as you would like. MarketWatch published an opinion piece that asks: “Why is it still so hard for women to save for retirement?“ The article discussed that Millennials have not been observed to be great savers, didn’t mention Generation X, and had this to say about Baby Boomers: “The largest inequality with income and savings is among working baby boomers who… Read More

The Pink Tax Affects Women’s Financial Planning

March is Women’s History Month and part of finding ways to help women find financial stability and use their resources wisely is recognizing the systemic biases that can get in the way of an individual woman’s financial planning. One of these things is the pink tax. If you didn’t know the pink tax is a collective term for when women are charged more than men for goods and services. Sometimes these goods and services are made and marketed specifically towards women and sometimes they are not. And since we know that often women earn less than men for the
Read More

Planting New Seeds for Financial Freedom

Valentine’s Day is over and many people have gone into stores to take advantage of discounts on merchandise that did not sell before February 14. CNN Business even wrote about “What happens to the Valentine’s Day flowers that don’t get sold?” in case you ever wondered what happens to surplus flowers. Unlike candy, which may be edible for quite a while, flowers will not stay fresh forever.

According to CNN Business, these flowers are donated, used to educate people studying to be florists, thrown away, or they get composted.

Now what does that have to do with …

Read More

Your Financial State of the Union

Tonight, the President of the United States will deliver a State of the Union address. This practice was first referenced in the Constitution, which states that the President will inform Congress “from time to time”. Over the years, the format has changed: our first two presidents addressed congress personally; Thomas Jefferson sent written messages and the presidents after him did the same until Woodrow Wilson. And as technology has advanced, the public has had the opportunity to participate, via radio, then television, and now webcast. (https://fas.org/sgp/crs/misc/R44770.pdf)

No matter where you stand politically, you can see the practicality of …

Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login