Monthly Archives: March 2012

Which investment firm is the “best?”

it’s not about which investment firm is the best Continue reading

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3 Financially Foolish Tips for April 1st

don’t follow these foolish financial tips Continue reading

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Is It Time to Refinance Your Mortgage?

Tweet The chance to refinance a home mortgage loan is rarely missed by a homeowner who is struggling to make his minimum monthly payments on time but this is not always the best option for every homeowner. Being able to … Continue reading

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Your Advisor Told You What?

Tweet I told you last week about a caller who was still unsure about her financial capacity to retire despite having $1.5 million in her nest egg. The purpose of her call was to get a second opinion on how … Continue reading

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Does Calculating Your Retirement Needs Even Matter?

Tweet The resident financial planners at Financial Finesse handle a variety of difficult questions from employees representing many different walks of life and unique backgrounds.  One common area of concern these days is retirement.  In fact, nearly 31% of all … Continue reading

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Funding Your Child’s College Education is Not Impossible if You Follow These Steps

Tweet This past weekend, I had the opportunity to visit my little two-year-old granddaughter.  Since we live out of town, my favorite memory of the weekend was walking into the living room on Sunday morning and the little darling looked … Continue reading

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Are Your Brackets AND Your Budget Busted?

Tweet Last weekend, Lehigh beat Duke in the NCAA basketball tournament.  Norfolk State beat Missouri.  Ohio University (a small school), not Ohio State (the behemoth), beat the University of Michigan.  Several serious underdogs beat overwhelming favorites.  These were all David … Continue reading

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Choice is a Good Thing, Right?

Tweet In the 1970s, I lived in England before Margaret Thatcher came to power. In those days there wasn’t a lot of choice for consumers at the supermarkets: three types of cereal – Wheetabix, cornflakes or oatmeal – and two … Continue reading

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7 Steps to Financially Prepare for Your Own Business

Tweet While most of what we do at Financial Finesse centers around helping employees, we sometimes get questions on our financial helpline from people who are interested in starting a business on the side. With employment numbers still weak, I … Continue reading

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Are You Sure You’re Ready to Retire?

Tweet Last week I received a call from Ann who could not decide if she was ready to retire. Based on the lifestyle she’d like to have in retirement, she needs about $70,000 a year in income. If she retires … Continue reading

Posted in Rebel, Retirement Planning | Tagged , , , , , | 2 Comments