Financial Wellness @ Work

Or check out the latest from our guest bloggers:
Guest Blog Posts

Financial Lessons From the “Game of Life”

Recently, my family had one of those cold, winter weekend days where the social calendar was completely empty: no birthday parties, no basketball games, no play dates, and no plans. I am usually very eager to get out and explore all of the beauty outside of our little casa but my initial reaction was relief and joy because the “Mom & Dad shuttle” was staying at home for a change. This was an excellent plan until the excitement of a lazy stay-at-home day getting some household chores wore off and Monster #1 and Monster #2 decided they could no longer coexist peacefully in our house. Read more

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr

Don’t Take Financial Advice From Pop Music

I was out with friends recently and a new song from Pitbull and NeYo started playing. The song created a rush to the dance floor and given that when I dance, people think I’m either having a seizure or in some sort of pain, I opted to grab beverages for our group instead of risking injury (mostly to others) on the dance floor.  As I was waiting for the drinks to be poured, I started listening to the lyrics of the song. Read more

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr

3 Investment Myths Busted

Think you know everything you need to know about investing? I recently read three articles that dispel some conventional wisdom when it comes to your investments. Here are the busted myths along with the implications of what they could mean for you: Read more

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr

What A Lost Cell Phone Can Teach Us About Investing

Earlier this year, my boss shared with us her story of how she dropped her phone behind her bed. Her first thought since the bed was basically against the wall was to move the bed…in her words “bad idea.” After some time (and a little pain medicine), she took a second approach: use a hanger from the side to pull it out….again, “No dice.” (She thinks she actually made it worse by pushing it further out of reach.) Read more

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr

How to Manage Money as a Couple

I was talking to a young married couple who was fighting over money. What fascinated me the most was that they just got back from their honeymoon. The ink is not even dry on their wedding certificate and they are already screaming divorce. They then came to me for advice. As l listened, it sounded like my husband and myself during our first year or marriage and I shared some of the lessons learned in how to manage money as a couple, especially when you are very different people. Read more

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr

How To Overcome Financial Avoidance

I have had the privilege to work with so many incredible people throughout my career as a financial planning professional. Imagine having the opportunity to listen to people as they share their unique life stories, talk about current challenges, and explore future life goals. Money is a powerful force in our lives and how we choose to use it is up to each individual. What’s even more amazing to me is the fact that the topic of money is not something that everyone is comfortable talking to others about. But sometimes the type of person that needs the most financial guidance is also one of the most challenging groups of people to actually get in front of – these are the money avoidersRead more

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr

Is Cash Becoming Obsolete?

Occasionally, my coworkers and I engage in some debates over what the future of money might look like. Daphne Winston and I had a chat one night about how I never carry more than $20 (usually it’s less than $5) at any time. (I’ll probably end up getting shot by a mugger because he’s irritated that I didn’t make robbing me worth his time…but that’s another topic altogether.)   Read more

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr

Want to Live a Happier Financial Life?

Very rarely do I find a personal finance article that resonates me as much as one I recently read called “How to Live a Happier Financial Life.” First, I love the title. When it comes to finances, sometimes we get so caught up in the numbers that we forgot the whole point is is about maximizing happiness not money. Sometimes that means spending more money on certain things but often it actually means spending less. The article’s following points do a good job of differentiating which is which: Read more

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr

Garbage In, Garbage Out: The Problem With Tax Preparation Software

A couple of weeks ago, I received a desperate email from Alex who was using tax preparation software to help him prepare his tax return. It seems he thought he could avoid taxation on his 401(k) from his prior employer by rolling it directly into a Roth IRA.  While it’s true he could directly roll funds from his 401(k) to a Roth IRA, it is NOT true that this will avoid taxation. Only after-tax money may be deposited into a Roth IRA, therefore the amount rolled over—a sum of nearly $20,000—would be treated as taxable income for the year. Read more

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr

Lessons Learned From A Home Ownership Dream Gone Sour

Recently, I was talking to a friend and she told me that she was selling her home because her American Dream of Home Ownership has become an American Horror Story. She then sighed and said if only she can go back and advise her former self. I asked her what she would say and she began sharing her lessons learned. Read more

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr

Financial Finesse’s unbiased financial planning blog wins Gold for "Blog of the Year" in the 2014 Best in Biz Awards!

css.php