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Author Archives: Greg Ward
One of the Biggest Challenges Facing Financial Planners
One of the biggest challenges I face in my line of work is deciding when to explain things in more detailed technical terms and when to explain them in more understandable “practical” terms. For example, when discussing the income limits … Continue reading
The Basics of Income Taxes
Every year around this time we at Financial Finesse see an increase in demand for our Tax Basics workshop. The thing about our Tax Basics workshop is that it is exactly what it says it is—basic. We don’t discuss tax … Continue reading
Posted in Rebel
Tagged income tax, tax basics, tax filing, tax forms, tax preparation, taxes
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Unconventional Wisdom: Confessions of a Financial Professional
When it comes to topics to write about in this blog, I usually look through the news or around the home, but this week’s topic actually comes from another reader, not because they asked me to write on a particular … Continue reading
Posted in Rebel, Retirement Planning
Tagged retirement account, retirement planning, roth, tax planning, taxes, traditional
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When Should I Consider Having a Trust?
At Financial Finesse, we are often asked this very basic question. It seems simple enough. A trust, by its purest definition, is a form of ownership. You can own assets in your name alone, you can own assets with someone … Continue reading
Important Changes to be Aware of in the New Year
As a financial planner at Financial Finesse, one of my responsibilities is to make sure our content library is up to date when things change. Now that I’ve had a chance to review all of the changes that will take … Continue reading
The Cure for the Financial Hangover
Now that the holidays are behind us, do you find yourself carrying a few extra financial “pounds?” That is, did you put so much of your holiday shopping on plastic that you end up starting the New Year carrying a … Continue reading
Ho, Ho, Holiday Tax Tips
In the middle of the holiday season, it’s easy to forget that there are only two more weeks left in the tax year, and although April 15th is still four months away, you can reduce the amount you owe (or … Continue reading
Posted in Financial Planning, Rebel
Tagged bandwagon, capital assets, capital gain taxes, holiday season, investments, tax losses
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What Fantasy Football Can Teach Us About Investing
I fielded my first fantasy football team back in the late 90’s, and what I enjoyed most about it was that it gave me an excuse to watch games I would otherwise care less about. (I mean after all, unless … Continue reading
The Dollars and Sense of Holiday Gift Giving
The holidays are upon us, and it is often said of gifts that it’s the thought that counts, but have you ever received a gift and said to yourself, “What were they thinking?!?” If you’re like me, you’ve spent a … Continue reading
Posted in Rebel
Tagged cordless vacuum, gift idea, holiday shopping, home spa, skydiving, spending money
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The 12 “Financial” Days of Christmas
In the spirit of yuletide caroling, allow me to introduce a new song for the holidays. ♪On the first day of Christmas my true love gave to me… one extra annual payment on my mortgage. Share it:
