Author - Claire Emory, MBA, CFA, CFP®

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Back To School: Time To Learn More About Financial Planning
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Begin With Financial Planning Before You Start Wedding Planning
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Will Lending Money To An Adult Child Affect Retirement Planning?
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Financial Planning For Career Switchers
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Getting Advice On Retirement Planning And Long-Term Care Insurance

Back To School: Time To Learn More About Financial Planning

Fall is a time of year when people go back to school and even when you aren’t returning to school, it can be useful to adopt a more academic frame of mind when it comes to financial planning. Even if you work with a Fee-Only financial advisor, it would help to be more conversant about money management so that you can participate fully in discussions of your finances.

Here are just a few financial ABCs to ponder:

Assets What kinds of financial assets do you currently have? If you don’t know that assets include stocks, bonds, and bank …

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Begin With Financial Planning Before You Start Wedding Planning

When you are embarking on a major endeavor (going to college, buying a house, planning a wedding), doing some financial planning before you start to spend can help you to put costs into perspective and keep you from overspending.

MSN Careers has an interesting look on what some people jokingly refer to as the “wedding industrial complex.” Rather than bemoaning excess or pointing out some of the pricey (and not strictly necessary) ways you could spend a lot on a wedding, MSN Careers asked, “How long will it take to pay off your wedding?“   As more people have …

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Will Lending Money To An Adult Child Affect Retirement Planning?

We’ve discussed parents putting retirement planning before a child’s college education but what happens when a child who is well into adulthood needs your financial help?  Should you sacrifice the gains you’ve made through retirement planning to bail out your adult child?

In “Lending Money to Your Adult Kid,” Jessica Ashley starts off right away saying that it probably isn’t a good idea to do this, but acknowledges that “life is more complicated” than best practices, especially given the tough job market and uneasy economy.

Find out why the money is needed. The Bank of Mom and Dad …

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Financial Planning For Career Switchers

Are you thinking about changing careers? If so, have you done some financial planning to prepare for this change? In our self-help obsessed culture, it can be easy to get excited about changing your life but more difficult to take the time to research and plan out a career switch.

While money certainly isn’t everything, a number of career switchers may find that they need to invest a lot of money into getting a job in a new field. Peace of mind is priceless, so after some initial adjustments, people who change careers may find that they are quite happy …

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Getting Advice On Retirement Planning And Long-Term Care Insurance

In a culture where youth is sometimes worshipped, many people don’t want to think about getting older and they certainly don’t want to plan for it. However, whether you plan for it or not, you are going to get older. When you consult a Fee-Only financial planner, you can make important decisions about your future with expert guidance. A Fee-Only financial planner can not only talk to you in general about retirement planning, but can also work with you to set up your finances so you will have money as you age.

In, “Long-Term Care: Is It in

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