Subscribe via Email
- Denise on A Tale of Two “Potential” Vacations
- Chris on Welcome to the Financial Finesse Book Club
- Greg Ward on Why I Max Out My Health Savings Account (And You Should Too)
- Philip G on Why I Max Out My Health Savings Account (And You Should Too)
- Barbara Richards on Is the iPad Really Worth It or Just a Waste of Money?
Ask Your Question to a Financial PlannerSend us a question that you'd like answered on this blog.
Read What Others Are Saying About UsFinancial Finesse in the news.
Do You Have What It Takes?Try out for our elite team of planners.
Category Archives: Advanced Investing
Tweet After my stepfather passed away, my mom started working with a local bank to manage her investments. At the time, I was living in California and it was difficult for me to help her with investment decisions. Plus, I … Continue reading
Tweet I read this article on Bankrate.com about investors’ belief that target date funds come with a guarantee of a sufficient retirement income. The statistics are a little bit startling (51 percent — of people investing their retirement savings in … Continue reading
Tweet A friend of mine posted this comment on Facebook last week “Yeah! The market is up 345 points! Finally it is going in the right direction.” Well, I was NOT happy at all to hear this news. You see, … Continue reading
Tweet In my blog last week, I talked about how looking at the future of tax policy may be an interesting hobby (especially if you’re a geek like me!), but that it really isn’t all that useful in the present. But, … Continue reading
Tweet Once you’ve saved and invested for financial independence, the final step will be figuring out how to turn that nest egg into an income stream that will last as long as you do. With people living longer and longer, … Continue reading
Tweet In the last few blog posts, we discussed the danger of the “greed, hope, and fear cycle” (in which people tend to earn below average returns by buying high and selling low) and some ways to overcome it by … Continue reading
Tweet Last week, I wrote about some common ways to diversify your investments and make sure you don’t get caught up following the herd into the vicious “greed, hope, and fear” cycle that can lead to buying high and selling … Continue reading