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"No Rules Retirement: A New Way of Thinking
About Your Future"
Meet Emilie…
I am a wife and a mom to three kids. With almost two decades of financial planning experience behind me, my financial tool-kit is well-stocked. Using these tools in real-life (mine and my clients') is an invigorating challenge! My goal is to share practical, inspiring financial insights with you. Welcome!Learn more about…
Category Archives: Parenting
Does Your Teenager or Child Decide or Do You?
Determining Who Makes the Final Decision with Kids of All Ages Before engaging in solving a problem involving your teen, it is very important to first determine who will be making the final decision on what solution to choose. Will … Continue reading
Posted in Childcare, Parenting
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Kids Need Money Mentors
With the level of consumer debt skyrocketing and the cost of housing, education, and health care increasing at double digit rates, younger generations are facing unprecedented challenges to achieving economic security and financial independence. Therefore, helping our youth to learn … Continue reading
Posted in Financially Fit Kids, Giving, Goals, Parenting
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Coverdell Education Savings Account – What is it Good For?
To avoid allowing the country to fall off the fiscal cliff, Congress and the President have agreed upon and signed into law the 2012 American Taxpayer Relief Act (ATRA). Among other things, the new law restores nearly all of the … Continue reading
Posted in Financial Planning for College, Investments, Parenting, Taxes
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Financial Planning for College – What is a 529 Plan and How Does it Work?
In 1996 the Internal Revenue Code was modified to include Section 529, creating an education savings benefit for higher education. While contributions to the Plan are not tax deductible, the earnings on the Plan are; making the 529 College Savings … Continue reading
Posted in 529 Plan, Financial Planning for College, Parenting, Taxes
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Teaching Kids About Money
Did you have trouble learning to handle money as an adult? Did your parents teach you about money when you were a child? What are you teaching your children about money; its value, your relationship to it; as well as … Continue reading
Posted in Financially Fit Kids, Goals, Moms, Parenting
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Stay-At-Home Parent is a Valuable Job – Where are the Benefits?
Do you remember the 1983 movie “Mr. Mom,” in which Michael Keaton struggled with the role reversal of being a stay-at-home dad? Do you remember all the things he had to learn to run the household? It was hilariously funny … Continue reading
Five Steps To Financial Freedom, Or How Any Mom Can Get Her Financial Act Together
If your “to-do” pile contains a bulging file of paperwork for your tax return, you have plenty of company. The months leading up to April 15 are when everyone gathers and reviews their W-2 forms, investment statements and donation receipts. … Continue reading
Posted in Financial Plan, Investments, Life Insurance, Parenting, Retirement
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Financial “Street Smarts” – teaching kids practical life skills
I presented at Woodside High School’s career day this week – talking about my career in financial planning. The kids were terrific and the staff put on an event packed full of presentations by colleges, trade and art schools and … Continue reading
Posted in Financial Plan, Financially Fit Kids, Giving, Goals, Parenting, Volunteer
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Educating Yourself About College Costs: Second of a Two-Part Series (Even Better Than College: No Exams, No Papers and No Stress!)
Last month, you were brave enough to delve into the sometimes-scary world of college saving. You thought about your experiences at a college or university and how your parents and/or you paid for that education. Then you began exploring resources … Continue reading
Posted in 529 Plan, Financial Aid, Financial Plan, Financial Planning for College, Financially Fit Kids, Goals, Investments, Parenting
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It’s never too early to start
What’s the best age to start piano lessons? How about gymnastics or soccer? If you’ve seen toddlers meandering around a soccer field, staring at the sky, you know that some parents think it’s never too early to begin! As parents … Continue reading
Posted in Financial Planning for College, Financially Fit Kids, Giving, Parenting, Volunteer
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