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

What Was I Thinking? – How Some Investment Decisions Are Made

See if you can identify with any of the following biases: Continue reading

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What’s the Deal With Car Reservations?

In the end, good things come to those who are patient. Continue reading

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What Baseball Can Teach Us About Investing

There are at least three negative outcomes that can occur when we suffer from loss aversion. Continue reading

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Is Robo Advising Right For Me?

The argument for using this type of approach rather than a human advisor goes something like this: if an investment portfolio using fundamental investment strategies can be implemented automatically with a computer, then why pay for human involvement? Continue reading

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Rent vs. Buy: Seven Factors to Consider Before Buying a Home

Here are some guidelines you can use when considering each factor: Continue reading

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When the Wedding Bells Stop Ringing

While it hasn’t always been a bed of roses, here are some things that we have done to make life together more tolerable: Continue reading

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Lessons From a Visit to Urgent Care

So how do you prepare for your next trip to the emergency room? Continue reading

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Using Retirement Plan Assets for Education

While it may not be the first place to go to put Junior through school, the IRS provides certain tax breaks for taxpayers that use retirement assets to pay for qualified higher education expenses. Continue reading

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Five Myths About Your 529 College Savings Plan

For some of you moms and dads out there, you too have been using this savings vehicle to help pay for those oncoming college expenses but as Kathryn Flynn writes in a recent post called “Clearing up the confusion: Five popular 529 plan myths,” there are a number of myths floating around out there that could cause confusion when it comes time to using these accounts. Continue reading

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