Author - Claire Emory, MBA, CFA, CFP®

1
The Value of Giving Gifts
2
Keep Financial Planning in the Family
3
Work Through Your Investment Worries
4
Avoid Panic with an Estate Plan
5
Advice for Women on Creating Prenups

The Value of Giving Gifts

Each year PNC Bank releases a Christmas Price Index that tabulates how much it would cost to give the gifts mentioned in the lyrics of the song “The 12 Days of Christmas.” Each year’s list looks at the prices with costs adjusted for the current economy and this year’s list did factor in the pandemic. 

MSN.com adds, “PNC also calculates how much it would cost if you bought each of the items every time they’re repeated in the song.

That would put you back $105,561.80!!!”

For a number of items, the cost has not changed this last year. The …

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Keep Financial Planning in the Family

Are you the financial planner for your family? If you have singlehandedly taken on the responsibility for your family finances, consider that you don’t have to go it alone. In fact, you may find that things are easier when you share the load. You can still play to your strengths and do the work that you do well but you don’t have to be the only one who works on financial planning for your family. You may be surprised at the helpful ideas your family member may have. It is also easier to get the rest of the family on …

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Work Through Your Investment Worries

Are you worried about how your investments are faring this year? We can’t say there is absolutely no reason to worry but what we can say is that you are not left with no recourse. You can find ways to worry less and strategize about how to make the most of the earnings you do have.

In “This Investment Trend Will Deliver a Profit Bonanza in 2021,”  Forbes. com offers advice to investors who are preoccupied with the performance of their investment portfolios. People are justifiably concerned. Companies are going out of business. The economy has taken …

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Avoid Panic with an Estate Plan

Photo by Melinda Gimpel on Unsplash
The Kiplinger.com article “Estate Planning During the Pandemic” includes a scenario many of us want to avoid: a widow approached a financial planner with screenshots of texts her husband had sent from the hospital with information about investments and instructions. The husband passed away from COVID-related complications but one spouse not knowing enough to manage financial accounts is a common occurrence whether there is a pandemic or not. The financial planner says she worked with this client and later helped the woman create her own estate plan. According to Kiplinger.com, these… Read More

Advice for Women on Creating Prenups

There are women who are out-earning their partners. Not only are they earning more, these women may also have property, stock options, investments, and retirement savings. So, whether it is through salary, business income, or investments, there are women whose financial assets equal or rise above that of the person they intend to marry. In “Prenups for Breadwinning Women: 4 Pitfalls to Avoid,” Kiplinger.com focuses on women but of course the advice about prenups can be used by anyone.

A prenup is not solely designed to benefit the spouse that earns more. It may seem that way because when …

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