Monthly Archives: June 2011

A Second Chance

Tweet You might be wondering who I am and what happened to Bruce. Well, Financial Finesse originally had a contest to determine which planners would write for our blog. Bruce didn’t really want to write (if you’ve ever seen him … Continue reading

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GUEST BLOG POST: The 6 Reasons Why the 401(k) Is the Best Way to Save for Retirement

Tweet 401(k)s have gotten some negative press due to the market downturn during the recession, which took a big toll financially on many employees. Even so, as someone who has dedicated my whole working life to retirement planning, specifically to … Continue reading

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Does a Gender Gap in Financial Literacy Really Hurt Anyone?

Tweet Recently, my company released a special report on the gender gap in financial literacy.  Boy, talk about a lightening rod.  I’m always fascinated by the amount of interest this particular topic drums up, but I’m starting to see the … Continue reading

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Obstacles to Benefits Communications

Part 2

Tweet This month, I’ve been explaining the four key reasons that I have discovered on why employers do not prioritize benefits education, even though the majority of employers are very eager to increase employee satisfaction with their benefits package.  These … Continue reading

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Pay the Absolute Lowest Price on Groceries Every Week

Tweet Who came up with the idea to make a grocery list and go to the store and purchase what you need for the week?  I’ve done that all my life and in turn paid whatever the going price is … Continue reading

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What About My House? (A Soon to be Retiree’s Dilemma)

Tweet I met with someone who is preparing to retire in the next year, and we started talking about what a day in his new-styled life would look like.  I asked what I thought was a simple question, “Are you … Continue reading

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Lessons to Learn from a Home Purchase Fallout

Tweet Those of you who read my blogs know that my wife and I have been fervently house hunting so we can have a place of our own.  Well, about three weeks ago, we placed an offer and had it … Continue reading

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You’re Fired: The (Financial Advisor) Apprentice

Tweet I’m not a big fan of reality TV shows, but I have to admit that I enjoy watching The Apprentice.  What I think I enjoy most about the show is the no-nonsense way Donald Trump approaches the decision of … Continue reading

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Obstacles to Benefits Communications – Part 1

Tweet Last week I wrote about a recent study that revealed a decline in employee perception of the value and satisfaction level of employer-provided benefits.  Over the next month, I will explore the four key reasons that I have discovered … Continue reading

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Couponing: How to Double Your Savings with the “Rain Check”

Tweet There are some things you can always count on: You’ll hit every traffic light when you are in a hurry. You’ll be called on in a meeting on the only agenda item you are not prepared for. Someone will … Continue reading

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