Author - Claire Emory, MBA, CFA, CFP®

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A Fee-Only Financial Planner Helps Make Taxes Less Stressful For Women
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Take Financial Planning Further And Invest Your Money
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Financial Planning Can Help You Avoid Financial Infidelity
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Consult A Fee-Only Financial Planner On Reverse Mortgages
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Retirement Planning Isn’t Just About Money

A Fee-Only Financial Planner Helps Make Taxes Less Stressful For Women

While some women are hesitant to get into investing, there are others who feel nervous about taxes. If you didn’t know, taxes and financial planning go hand in hand. When you are in control of your finances, you lessen the chances of being surprised at tax time. And if you don’t have time to keep up with all of the nuances and changes to federal tax law, why not work with a Fee-Only financial planner who can keep you informed of how these changes may affect you?

In “The War on Working Women” Jill Melchior writes about …

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Take Financial Planning Further And Invest Your Money

While financial planning and managing a household budget may come naturally, many women hesitate to get into investing. This is a shame because women might have fewer worries about their budgets if they were doing something to grow their money.

One reason many women don’t consider investing is a lack of female financial role models and since March is Women’s History Month, we’d like to highlight one financial role model. Once known as both the “Queen of Wall Street” and the “Witch of Wall Street,” Hetty Green is known but nowhere near as famous as her male contemporaries, although …

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Financial Planning Can Help You Avoid Financial Infidelity

If you are married or live with your partner, your financial planning should involve your spouse, but for various reasons, a number of people find it difficult to be honest with a partner about money and spending.

In “Financial infidelity has its costs,” USA Today looked at the results of a survey with conflicting messages: “Sixty-three percent of men and 70% of women said they think honesty about money is as important as remaining monogamous.” and yet, “Lying to a partner about money was admitted by 56% of women and 37% of men in the poll.” We prize honesty in …

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Consult A Fee-Only Financial Planner On Reverse Mortgages

Are you considering a reverse mortgage? If you are you, may hear conflicting information about the wisdom of making such a move. You might want to consult with a Fee-Only financial planner who is well versed in retirement planning to get an expert opinion on how a reverse mortgage might work for your unique finical situation.

As you weigh information about reverse mortgages, consider the source, as you would when thinking about any other suggestions or advice. Rather than enter into the debate about whether choosing a reverse mortgage is a smart move, we would suggest that you think about …

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Retirement Planning Isn’t Just About Money

In “Retirement Planning More Than Just Finances, ” The Wall Street Journal highlights an important part of the retirement planning process: figuring out what to do when you stop working. The finance expert interviewed for the article says that he reminds his clients that if they took the time to plan their last vacation, they also need to take time to plan their retirement since they are “about to embark on a 30-year vacation.”

While you can always change your mind, having a plan for retirement is a sound course of action because if you are unhappy or bored, you …

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