Author - Claire Emory, MBA, CFA, CFP®

1
Financial Advice from a Yoga Instructor
2
Retiring Well When You Can’t Count on Relatives
3
Mothers Need to Be Aware of Family Finance and Investments
4
Declare Your Financial Independence
5
Negotiate for Better College Financial Aid

Financial Advice from a Yoga Instructor

Would you take financial advice from a yoga instructor?

In a Sydney Morning Herald article that mentions her business aimed at helping women do more financial planning, Lea Schodel, an Australian yoga instructor and financial planner says something very important:

“Women are so willing to invest time in yoga, pilates and other forms of self-care, but they don’t realise how much financial stress can undermine all that,” she said.

You may be thinking that you need the yoga class to relieve the stress you feel about making ends meet and while we wouldn’t deny you that, would you also …

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Retiring Well When You Can’t Count on Relatives

retirement signLast week we discussed how mothers need to be aware of family finances, but what if you are not a mother? Sixty-something Sheila Sullivan Zubrod wrote a piece for The Washington Post about navigating her widowed mother’s later years and figuring out she herself can retire well. Women who have no children or find themselves without relatives to depend on can ensure a comfortable retirement when they plan ahead. In the category she refers to as Aging Solo, Zubrod includes, “…countless members of families plagued by addiction, disease, cults, rapacious children, even married progeny who much prefer their …

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Mothers Need to Be Aware of Family Finance and Investments

The Washington Post interviewed Kimberly Palmer, author of Smart Mom, Rich Mom: How to Build Wealth While Raising a Family. Palmer wanted to write a book specifically for mothers because she feels as if women with children get shortchanged when it comes to financial advice. She wanted to go beyond coupon codes and discounts to help women with big-picture issues like college and retirement savings, insurance, and workplace policies.

Palmer encourages married mothers to be aware of family finances and investments. The former senior money editor at U.S. News & World Report admits that there was a time when …

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Declare Your Financial Independence

Yesterday we celebrated the day that the United States declared its independence from Britain. One factor that played a part in the colonies’ desire to separate from Britain was financial independence.

Yahoo! article “7 Habits to Help You Reach Financial Independence,” defines financial independence as “having enough income to pay your living expenses for the rest of your life without having to work full time.” We aren’t sure that this definition fits most people’s lifestyles; many of us will have to work full time. Even so, we do not have to be dependent on others or feel as …

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Negotiate for Better College Financial Aid

You may not think of a college acceptance letter as the beginning of negotiations but it can be. You can graduate college without crippling debtLearnVest offers, “4 Tips to Negotiate Your Way to a Better Financial Aid Package” for those who want to leverage an acceptance letter to decrease their college tuition bill. With rolling admissions, you may not be asking at the exact same time as other students.

Don’t Just Show Up. LearnVest advises you to not simply arrive at the school’s financial aid office hoping to talk to someone. Instead, you should figure …

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