Tweet 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 … Continue reading
Tweet 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 … Continue reading
Tweet “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. … Continue reading
Tweet 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 … Continue reading
Tweet 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 … Continue reading
Tweet 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 … Continue reading
Tweet 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 … Continue reading
Tweet 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 … Continue reading
Tweet 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 … Continue reading
Tweet 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 … Continue reading
