Topics
-
Recent Posts
Recent Comments
- JAMES HEWICK on The Most Important Spending Decision You’ll Ever Make
- Nancy Anderson on Remodeling – Will You Get Your Money Out of It?
- Sarah on Remodeling – Will You Get Your Money Out of It?
- Sarah on Fishing, and Other (Almost) Free Activities for Kids
- auto lubricant Mt. Laurel on Auto Expenses: Tips on How to Maintain Your Vehicle
Archives
Ask Your Question to a Financial Planner
Send us question that you'd like answered on this blog.Read What Others Are Saying About Us
Financial Finesse in the news.Do You Have What It Takes?
Try out for our elite team of planners.
Learn more.
Monthly Archives: August 2010
Retirement Lifestyle Issues: How to Fill the Days Ahead
From a retirement plan perspective, your employees may have a good understanding of their pension, 401k, and eligibility for retiree health insurance from your plan communication initiative. Perhaps you even sit down with each pre-retiree to help them through the … Continue reading
Posted in H.R. Guru, Retirement Planning
Leave a comment
Cash management: Pay as Much Attention When You are Selling as When You are Buying
Next door neighbors are good for borrowing things: a lawn mower, tools and a cup of sugar. If they have teenagers, they are good for babysitting and helping you move heavy objects downstairs (even working for pizza sometimes). My next … Continue reading
Posted in Money Diva, Money Saving Ideas
Leave a comment
What Does RICH Mean?
I saw an interesting article about mortgage delinquencies in the U.S. and there were some interesting tidbits of information in the report. Overall, 1 in 12 people in the U.S. are at least 30 days past due on their mortgage. … Continue reading
Posted in Communicator, Financial Planning
Leave a comment
From Emotional to Rational in 45 Minutes
DATELINE: November 2008 Participants: Myself and a loving family member ISSUE: Wanted to sell out of the stock market MISSION: To turn a emotional decision into a well thought out one (rational) In my workshops to clients and also in … Continue reading
Posted in Basic Investing, Trainer
Leave a comment
Retirement Readiness – Do a Bennie Check-Up
A workshop participant had a huge grin on her face at one of our Retirement Readiness workshops when she announced to the group, “My ex-husband passed away and had me down as the beneficiary on his IRA and I have … Continue reading
Posted in Estate Planning, Rebel, Retirement Planning
Leave a comment
Can You be the Hero?
All of us want to feel special. Whether it’s helping the team score the winning goal, or simply helping someone with their groceries, it makes us feel good when we come to someone else’s aid. But what if you could … Continue reading
Posted in Employee Benefits, H.R. Guru
Leave a comment
Creating a Will – Sooner Rather than Later
“We couldn’t decide on a guardian – the couple we wanted to pick was very loving but we were concerned they wouldn’t give the children boundaries” was the excuse the couple gave. They had two children ages 10 and 12 … Continue reading
Posted in Estate Planning, Money Diva
Leave a comment
First Impressions
During my first week with Financial Finesse I spent most of my time in training, monitoring calls on the helpline, and trying to remember the names of my new coworkers. I am not quite sure what I expected out of … Continue reading
Posted in Communicator, Employee Benefits
Leave a comment
A Strategy for All Markets
One of the great benefits of doing educational workshops is that I can share personal stories and strategies with large groups of people with the end result being that those attending often have more confidence in the investing strategies they … Continue reading
Posted in Basic Investing, Trainer
Leave a comment
At What Age Should I Start to Teach about Money?
They call me “the Rebel” but I really am just a regular guy. In other words, I am no James Dean – no leather jacket and no motorcycle. I am just a family man with 4 young children and a … Continue reading
Posted in Financial Planning, Rebel
3 Comments
