Author - Claire Emory, MBA, CFA, CFP®

1
Your Financial State of the Union
2
Arm Yourself with Information to Stop Tax Identity Theft
3
Yes, You Can Practice Being Retired
4
Don’t Let Holiday Spending Guilt Trip You Up
5
Amy’s Will: Estate Planning in Little Women

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

Arm Yourself with Information to Stop Tax Identity Theft

Next week (February 3-7, 2020)  is Tax Identity Theft Awareness Week and you need to know that you can fall prey to scammers whether they contact you directly or find some behind-the-scenes way to operate.

A scammer can obtain your Social Security number illegally and file a tax return without your knowledge, The thieves will make off with your tax return and there is a good chance you will only realize what has happened once you file. If a fake return has been filed, the IRS won’t accept yours. You will need to wait for the IRS to complete its investigation …

Read More

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 …

Read More

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 …

Read More

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