Author - Claire Emory, MBA, CFA, CFP®

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Thoughtful Ways to Spend a Windfall
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Gray Divorce Doesn’t Have to Be a Shadow Over Your Golden Years
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A Comic Strip Looks at Estate Planning
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Stay Positive While Adjusting Your Financial Planning
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Use This Time to Reevaluate Financial Priorities

Thoughtful Ways to Spend a Windfall

Kiplinger.com offers suggestions for ways to spend a windfall of at least $1000. Should you find yourself with extra money you can pause and think about how to use it. These are uneasy times and one impulse would be to spend it on something fun. That is not a bad impulse because taking care of your wellbeing is an investment.  The list includes things like taking a vacation, upgrading your bike (or investing whatever pastime brings you joy).

There are also ways to spend a windfall so that you can put a little down payment towards a more secure financial …

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Gray Divorce Doesn’t Have to Be a Shadow Over Your Golden Years

Divorcing at any age is not easy, even when the split is amicable. For people who are nearing or already in retirement, there are special considerations for “Gray Divorce”. Or, if you want a term with more bling try “Silver Splitters” or “Diamond Divorcees”. 

But often bling or lack thereof is an issue for people who end marriages later in life. People who divorce later in life have fewer working years left to recover from the financial losses of divorce. These losses include the legal costs involved in getting the divorce and for many, the subsequent loss of …

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A Comic Strip Looks at Estate Planning

Articles and lectures inform us while stories speak to us in a way that these more straightforward sources cannot. It is interesting to see financial planning in pop culture because a narrative can get some  people to think and take action when a seminar may not.

Between July 27 and August 1 of this year the Big Nate comic strip by  Lincoln Peirce spent a week looking at estate planning, in comic form. The older daughter read an advice column where she sees that people write in with disputes over their parents’ estates weekly. So, she and her younger brother …

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Stay Positive While Adjusting Your Financial Planning

This past Sunday (September 13) was National Positive Thinking Day. With all that is happening in the world, it can be difficult to continue to think positive but it is important to do so.

There are a lot of people who are suffering and a lot of people who do not have enough. If you are scraping by but still worried, try to focus on what you do have and how you can use all of your resources efficiently.

Many people reached a point of fatigue with the pandemic long before now. They miss the things they used to do. …

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Use This Time to Reevaluate Financial Priorities

Perhaps it is time to re-think how you manage your finances. If you are fortunate enough to have steady employment, you do not have to spend as much money you did before. And if you do spend, you can change the way you spend and allocate your money. This is an opportunity to decide what is really important to you. Even if you do not end up making drastic cuts to your budget, you could find ways to make more of your resources differently so you were able to reach more of your goals.

The Washington Post published an …

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