Financial Finesse wishes you and your family a happy Thanksgiving!
Do you ever feel like you have no idea where your money is?When I do individual consultations with people, I often find that they have trouble managing their money simply because it’s spread around in so many different places that it’s hard for them to keep track of it. If that sounds like you, there are a couple of ways to simplify your financial life: Read more
At Financial Finesse, we help people make the most of their employer’s benefits to improve their retirement preparedness. But we recently received a comment on one of our Facebook posts from someone whose company doesn’t offer retirement benefits. If you’re in a similar situation, what can you do? Here are some options: Read more
We talk a lot about ways to save money at Financial Finesse. One of the easiest ways to do that is to avoid paying bank fees. After all, it doesn’t require you to give up your morning Starbucks or bring lunch to work. All you have to do is a little paperwork. Here are some options to consider: Read more
Want free help with your finances? From the beginning of Oct to the beginning of Nov, the CERTIFIED FINANCIAL PLANNING™ Board of Standards, the Financial Planning Association®, the Foundation of Financial Planning, and the US Conference of Mayors are offering Financial Planning Days in cities all across the country. At each event, CERTIFIED FINANCIAL PLANNER™ professionals will be volunteering to provide free one-on-one financial counseling and education sessions to members of the public without selling products, giving out business cards, or collecting contact information. Read more
With school back in session, you may be thinking about putting away some money for future education expenses in a 529 savings plan.These accounts can be invested and used tax-free for post-secondary education expenses. However, one question that many people take for granted is whose name the account is in. After all, the account doesn’t have to be in the name of the contributor or the beneficiary (the student). Here are a few things to consider: Read more