Author Archives: Greg Ward

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About Greg Ward

CFP®, AFC

Greg Ward is a Senior Resident Financial Planner at Financial Finesse and is our chief financial research analyst. Greg is responsible for all of the data, statistics, and fact checking at Financial Finesse as well as providing service delivery of the company's Financial Helpline, Workshops, and Webcasts.

Greg contributes weekly with tips on personal finance and best practices for taking control of your money.

His background includes over 17 years in the financial services industry with positions ranging from Pension Service Representative to Investment Specialist to Financial Advisor. He achieved the CERTIFIED FINANCIAL PLANNER™ designation in 2004. Greg holds a Bachelor of Science degree in Statistics from The University of California, Davis.

Favorite Blog Book: The Shack by William P. Young (I don't read many blogs).

Fun Fact: "I have jumped out of a perfectly good airplane – twice. Otherwise, I’m a pretty boring guy"

Favorite Quote: "Shh! We're hiding. Be quiet everyone. That includes me. Shh! Who's making that noise? Oh, it's me again..." (from the Movie Madagascar)

How to Pay Less Taxes in Retirement

Last week, we talked about how various sources of retirement income are taxed. Here are some strategies you can use to minimize those taxes. Continue reading

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How Is Your Retirement Income Taxed?

The primary difference between our working and retired years is not how our sources of income are taxed, but the “sources” of income themselves. Continue reading

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Just When You Thought It Was Safe to Rent a Snorkel…

High-pressured sales tactics work. Continue reading

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Posted in Money Saving Ideas, Rebel | Tagged , , , , , | 2 Comments

Don’t Wait for “Just the Right Moment”

Have you received any rewards at work, loyalty points, or online gift cards? If so, use them now, or make a plan to use them soon. Continue reading

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Tax Planning for 2013 Begins Now

Whether you owed the IRS money or got money back, tax planning is something you can do all year. Continue reading

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Where to Invest Short Term Money

Your local bank’s savings account isn’t your only option for short-term savings. But there’s no one right answer for which of these alternatives is the best. It all depends on when you need the money, what the purpose for it is, how much you have, and how much risk you’re comfortable with. Continue reading

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From Trash to Cash: Tips for a Successful Garage Sale

I honestly believe garage sales have been around ever since the invention of the garage and while I’m no expert when it comes to the front yard marketplace, I’ve been around enough to know there are certain things you should do. Here’s my personal compilation of things to do regarding garage sales. Continue reading

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Why Disability Protection is So Important

Tweet Several weeks ago, my brother was working on some routine plumbing around the house when he bent over to pick something up.  As he straightened up, he heard a “pop” and felt a sharp pain in his knee.  Immediately, … Continue reading

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A Financial Yardstick for Everyone

Tweet One thing I’ve come to learn after being on the financial helpline for 6.5 years is that some employees simply want to know how they are doing relative to everyone else.  No matter how I try to encourage them … Continue reading

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A Phishing Trip No One Wants to Take

Tweet I received a rather interesting email from my mom this weekend. There were no words, just a hyperlink to a website promoting a weight-loss supplement called Raspberry Ultra Drops.  Either my mom was trying to tell me something or … Continue reading

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