Author - Claire Emory, MBA, CFA, CFP®

1
Talk to a Financial Planner Before Getting a Wedding Loan
2
Fathers Sue for More Parental Leave
3
Don’t Make Rash Moves if You’re Forced Into Retirement
4
Find Ways to Save on Summer Fun
5
Mothers: Make Time for Financial Planning

Talk to a Financial Planner Before Getting a Wedding Loan

The Washington Post reports that “Couples are taking out loans to pay for their weddings.” And while one person interviewed found that it wasn’t all that difficult to get a personal loan to pay for an engagement ring (adding that it might not be the only loan he takes out for his upcoming nuptials), he doesn’t question this decision because the loan meant he didn’t take away from his savings or investments. In his mind, a loan makes sense because it leaves his savings intact.

While that interviewee felt okay, “Financial planners say they’ve seen an uptick …

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Fathers Sue for More Parental Leave

Father’s Day has just past and once this holiday has ended, many fathers return to business as usual at home and on the job.

We once wrote about that “Fathers Are Reluctant to Take Paternity Leave” and while that may still be the case for some, things are changing. The Washington Post recently reported on “How a dad’s lawsuit against JP Morgan Chase could lead to more parental leave elsewhere” and while this is the first such case in recent years, it is a very high-profile one. JP Morgan Chase will end up paying $5 million …

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Don’t Make Rash Moves if You’re Forced Into Retirement

We talk a lot about retirement planning: taking time out to think about your financial goals and planning out how to reach them. But in “Forced to retire? Here’s what to do” Marketwatch covers a scenario that you may not be able to anticipate: being forced into retirement before you are ready.

The article advises that you do not do anything rash like selling investments right after you hear the news that you must retire. This doesn’t mean that you do not need to examine your assets but rather that you shouldn’t just sell things off …

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Find Ways to Save on Summer Fun

You may have heard it said that those who fail to plan, plan to fail. That isn’t just a clever rearranging of words; it really has meaning. Financial planning is about the long-term and the short-term. The weather is getting warmer and in the short term, it is easy to spend money and be carefree since it is summer but you may regret it later if you overspend. Rather than let summer take  you where it may, you can find ways to save on summer fun.

Mint offers “5 Ways to Stop Summer from Wrecking Your Monthly Budget” and …

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Mothers: Make Time for Financial Planning

Now that Mother’s Day is over and we are back to business as usual, let’s really take a look at and appreciate mothers in the United States–many of whom are balancing a lot of different responsibilities.

According to Pew Research (6 Facts about Moms):

The median age at which women become mothers is older than before. There are many reasons for this but we hope that women who are purposeful about delaying motherhood are able to do some financial planning before their first child arrives.

Women spend more time working that before while at the same time also

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