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 19 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 Financial Guru: Dave Ramsey

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

Favorite Quote: "He is no fool who gives what he cannot keep to gain that which he cannot lose." – Jim Elliot

Do You Have An Advance Directive?

We hope our loved ones are never faced with having to make end-of-life decisions on our behalf, but if we provide them with an advance care directive, at least they will know what our wishes are, and that should offer at least some peace of mind. Continue reading

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Posted in Estate Planning, Rebel | Tagged , , , , , | Leave a comment

Junior’s Investment Income May Be Taxable

Here are a few things the IRS would like us parents to know as it relates to reporting a child’s investment income: Continue reading

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Posted in Basic Investing, Rebel | Tagged , , , , , | Leave a comment

Let Uncle Sam Pay Part Of Your 2013 Taxes

Here is an overview of some of the more common tax credits for 2013, along with what you need to know before attempting to claim them: Continue reading

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Simplified Rules for Calculating the Home Office Deduction

The new simplified option for home office deduction may not help everyone, but if it helps you then it’s all worth it. Continue reading

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Start Your 2014 Tax Planning Now

If you find that you have to pay more income taxes this year because of these new tax provisions, here are some strategies to consider for 2014: Continue reading

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Posted in Money Saving Ideas, Rebel | Tagged , , , , , | 1 Comment

What Obama’s Budget Proposals Could Mean For Your Retirement

While it is unlikely that these provisions will be enacted anytime soon, it does raise the specter of possible changes in the future so it’s important to understand the short and long term ramifications for you and your retirement plans if they ever do come to pass. Continue reading

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Posted in Rebel, Retirement Planning | Tagged , , , , , | Leave a comment

What’s Wrong With Pyramid Schemes?

Here’s the bottom line: the next time someone invites you to a Southern Living, Stella & Dot, Amway, Herbalife, or Melaleuca party, don’t be such a hater. Continue reading

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5 Bright Ideas To Save Money On Your Electricity

Saving money on your electricity doesn’t have to mean living in the dark. Continue reading

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Why I Max Out My Health Savings Account (And You Should Too)

No one likes seeing their money get ripped by taxes, so take full advantage of the tax-free benefits of the HSA. Continue reading

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Posted in Money Saving Ideas, Rebel | Tagged , , , , , | 1 Comment

How Better Internet Service Can Pay For Itself

It’s not usual that you can actually get better service for less money, but even if upgrading your Internet service doesn’t yield a lower monthly bill, it can still save you money. Continue reading

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