Author - Claire Emory, MBA, CFA, CFP®

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Estate Planning Is Important For Young Adults
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Retiring Abroad Requires Retirement Planning
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Get Help Sorting Through Financial Planning Advice
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Down To Earth Financial Planning Advice
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A Fee-Only Financial Planner Can Help You Invest In Yourself

Estate Planning Is Important For Young Adults

The Epoch Times states, “Younger people may have a tendency to think that estate planning is only for older and wealthy people…” However, no one can predict the future and the publication outlines some very good reasons for those that have not reached their golden years to make time for estate planning. Not having a will means that you leave it up to the state where you live to decide what happens with your resources.

Minor children: If you have young children, you need to make sure that they are provided for. Should you pass away while your children …

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Retiring Abroad Requires Retirement Planning

While we encourage you to do some retirement planning, we don’t take it for granted that you plan to retire in the United States. Have you dreamed of retiring somewhere warm or not-so-warm overseas? Or have you wondered how you can make your money go further in retirement? Spending your golden years abroad isn’t for everyone: it will take some advanced preparation and a Fee-Only Financial Advisor can help.

The Miami Herald offered, “Six steps to size up your plan to retire abroad.” Some of these steps include:

Do some research stateside but also go for an

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Get Help Sorting Through Financial Planning Advice

While you can get financial planning advice from friends or keep up with the latest investment news, you still have figure out how to apply what you have learned. In the New York Times, financial planner and author Carl Richards writes, “Most of what we hear about investing isn’t right or wrong. It’s a matter of applying what we hear to our own situation.” He encourages readers to not mistake investing folklore for personalized advice but to filter investment advice through the prism of personal goals.

But what exactly is investing folklore? Financial folklore is stock tips and other …

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Down To Earth Financial Planning Advice

Jean Chatzky is known for her approachable advice on financial planning and often shares tips that she thinks will be particularly helpful for women. Martketplace.org published a list of her “Top 5 Money Rules for 2013“:

“If You Don’t Ask for Money, The Answer Will Always Be No”

As an example, Chatzky notes, “In 2011 “newly-trained female doctors earned salaries that averaged $17,000 less than newly-trained male doctors.” and says it had little to do with their specialties or requests for flexible hours. It had everything to do with women not requesting more pay. However, she adds, “Whether …

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A Fee-Only Financial Planner Can Help You Invest In Yourself

A Fee-Only financial planner can help you with investments but first you have to make an investment in yourself and your future.  Before you delve into stocks and dividends and learn the language of financial markets, you may need to unlearn some of your negative beliefs about money.

Financial planning is more than money and numbers; it is about gaining perspective and understanding that it is necessary to commit time and energy to grow your money.

According to MyFinancialAwareness.com,

“It is important to understand the reasons why you have avoided financial planning in the past (resistance) because these reasons

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