Claire Emory, MBA, CFA, CFP® | FIGuide

Millions of Women Are Leaving the Workforce

Sep 07 2021

While people still relaxed from their labors and enjoyed themselves during the recent Labor Day holiday, many of us might say that the world of work has certainly changed, particularly for women. The NPR.org article “Millions Of Women Haven’t Rejoined The Workforce — And May Not Anytime Soon” points out that not only have record […]

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Tips for A Fruitful Retirement

Aug 31 2021

We like to offer different perspectives on money management, budgeting, and retirement planning so it is evident that there is more than one way to plan your spending and saving. However, if you want a truly personalized financial planning outlook, contact a Fee-Only financial planner. In a NextAvenue.com article, Jim DeGaetano, author of The Fruitful Retirement: […]

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Individuals and Industries Need to Work to Increase Retirement Savings

Jul 06 2021

Earlier this year, Yahoo! Money looked at the results of the Retirement in America report from PwC and found that people in the U.S.seriously lack retirement savings. Twenty-five percent of Americans do not have any retirement savings and those that do are not saving enough. Younger people were the least likely to save for retirement, […]

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Getting an Education in Finance In or Outside of School

Apr 27 2021

Students in U.S. schools already had uneven access to financial education before the pandemic began last year. The fact that many school systems ended in-person learning in favor on virtual school threatened to make it even more difficult for students to get a handle on financial planning in academic setting but some schools found ways […]

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Guidelines for an Emergency Fund

Apr 20 2021

Perhaps you had to tap into your emergency fund during the past year or so. Or maybe the uncertainty surrounding the pandemic has you thinking that it is time to start an emergency fund. Real Simple offers “5 Rules for an Emergency Fund That Will See You Through (Almost) Anything.” You might wonder why you […]

Author - Claire Emory, MBA, CFA, CFP®