Author - Claire Emory, MBA, CFA, CFP®

1
Estate Planning for Blended Families
2
Should You Leave a Balance on a Credit Card?
3
Get Set Up for Less Stress at Tax Time Next Year
4
Back to School: Improving Financial Literacy
5
Set Boundaries When Adult Children Move Back In

Estate Planning for Blended Families

If you do not leave a specific, legally executed estate plan with the appropriate documents, then you are leaving it up to your state to decide how your resources are distributed. This could make things quite difficult for your heirs (at least for the people whom the law determines are your heirs if you didn’t […]

©Bring Clarity to Your Finances™. Estate Planning for Blended Families is a post from Bring Clarity to Your Finances™

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Should You Leave a Balance on a Credit Card?

Washington Post finance columnist Michelle Singletary took on the “counterintuitive” advice a reader wrote in about: The reader, who was trying to refinance a mortgage, was told to leave a small balance on her credit card (rather than paying the card off). That didn’t seem quite right and the reader wanted another opinion. While there […]

©Bring Clarity to Your Finances™. Should You Leave a Balance on a Credit Card? is a post from Bring Clarity to Your Finances™

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Get Set Up for Less Stress at Tax Time Next Year

While you perhaps breathed a sigh of relief that it was over, experts began tax planning for 2020 right after the 2019 tax season ended (if they hadn’t started before). It’s okay if you didn’t start thinking about next year’s taxes that early, however, are still things you can do during the last quarter of […]

©Bring Clarity to Your Finances™. Get Set Up for Less Stress at Tax Time Next Year is a post from Bring Clarity to Your Finances™

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Back to School: Improving Financial Literacy

It’s early September and while everyone is in back-to-school mode, why not take some time to hit the books and learn about some aspects of financial planning that you know little about?  Once we can read, we give less though to literacy, however the need to improve financial literacy is ongoing. While you can rely […]

©Bring Clarity to Your Finances™. Back to School: Improving Financial Literacy is a post from Bring Clarity to Your Finances™

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Set Boundaries When Adult Children Move Back In

It’s back-to-school time: the point of the year parents look forward to sending their children off to school, knowing that another summer break is months away. However, some parents of adult children are in the opposite mode—instead of sending children away, they may need to welcome their adult children (and possible the child’s spouse and […]

©Bring Clarity to Your Finances™. Set Boundaries When Adult Children Move Back In is a post from Bring Clarity to Your Finances™

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