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Monthly Archives: July 2010
Training Calls from Hades
To understand the types of calls we receive on the financial helpline, new-to-the-firm CFP’s (not the same as new CFP’s – every planner here at Financial Finesse has at least a decade of experience in financial planning) listen to a … Continue reading
Can Injuries Help Us Assess Risk?
I’m usually a good sleeper, but the other day I lost a battle with the sleep thief Insomnia. The reason for my blissful lack of sleep was that I found out that I need to have surgery to reattach my … Continue reading
Posted in Basic Investing, Trainer
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Don’t Shoot the Messenger
“Good luck getting anyone to show up.” That is how I was greeted during a recent visit to one of our client’s locations for a live workshop. Needless to say this was not the response I was looking for. For … Continue reading
Health Savings Accounts for Health and Wealth
Can the Health Savings Account double as a retirement account? In some ways it can and no one is talking about it. Why? We tend to look at things from our own perspective. It is natural for employers to look … Continue reading
Posted in Employee Benefits, Financial Wellness, H.R. Guru
3 Comments
Heath and Wealth—A Great Wellness Program Combination
It makes sense that the same skills are required to make changes in our health and to make changes in our wealth – especially in the day to day cash management. This was really brought to light when I sat … Continue reading
Posted in Financial Wellness, Money Diva
1 Comment
My Personal Journey into Becoming a Financial Educator
Have you ever wandered into a new coffee shop or off the beaten path restaurant only to discover, “Hey, this place is incredible!” and have that place become your all time favorite? That’s a bit like my path to Financial … Continue reading
Posted in Communicator, Financial Planning
1 Comment
Why We Practice What We Preach (Part II)
A lesson in updating your retirement plan
Welcome back. I hope your time away from my blathering was enjoyable. So where was I? Oh that’s right, my wife wanting to retire in 5 years. Now keep in mind that as I was telling her we certainly could … Continue reading
Posted in Retirement Planning, Trainer
Tagged early, Florida, planning, real estate, rental, retire
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Time for a Change
Despite it’s never-ending and (often questionable) invention of “innovative” new financial products, services, and securities, the financial services industry is woefully behind in the area that matters most to Americans in this economy: financial counseling. You see, there is no … Continue reading
Posted in Rebel, Workplace Financial Education
Tagged financial planning, industry, investing
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Are Target Date Funds a Good Idea?
There’s an awkward moment in virtually every conversation I have with HR executives about retirement plan education when they ask the question they’ve been waiting all meeting to ask: “What do you think of target funds?” (Translation: “We have target … Continue reading
Posted in Basic Investing, H.R. Guru
Tagged investing, retirement, target date funds, time frame
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Two Training Meetings—Three Slides
This week I started training on a new workshop. So far, I have had two training sessions and my progress so far is three slides. I know that doesn’t seem like very much progress and it is even more interesting … Continue reading
