Financial Wellness @ Work

Lessons From A Family Tragedy

One of the great parts of this job is that I get to meet a lot of people and hear the stories of their lives. I have learned so much from the life lessons of others that I feel truly fortunate to be doing what I’m doing. It’s been like a PhD level class in human behavior. Read more

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What Really Matters To Your Credit

One of the most common questions I get is how do I improve my credit score. There is so much information on the Internet that people cannot make heads or tails of it. I was talking to my buddy, Kelley, a fellow CFP(R) professional and CPA, and she offered great insight as to what really matters vs. what does not matter to your credit score. Below are her thoughts: Read more

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How To Determine Your Financial Priorities With A Late Start To Retirement

We hear a lot about the retirement crisis in America and there’s a great deal to be concerned about these days. With a decline in pension availability and concerns about the long-term viability of Social Security, the burden of saving for retirement rests squarely on our shoulders. However, the average American has less than $25,000 in total savings and investments for retirement (see EBRI’s 2015 Retirement Confidence Survey).  Read more

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What Alligators Taught Me About Budgeting

My family and I are history buffs so we try to choose cities with lots of history to visit. This year, we chose St. Augustine, Fl. It is considered to be the oldest city in the country and is full of historical sites and museums that kept the kids entertained.  Read more

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Money For Grown Ups

In a conversation with another financial planner here at Financial Finesse, the subject of having college-age children elicited laughter as well as groans. Cynthia Meyer and I shared some stories about our past “adventures” in finance and some mistakes we made along the way. She was inspired enough to write this blog post: Read more

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What To Do If You Owe The IRS

One of the biggest fears of many Americans is getting audited by the IRS. Even worse, is finding out that you owe thousands of dollars in back taxes that you can’t pay. That’s the position that one of my recent helpline callers was in. Not only could she not afford to pay the debt in full, but the balance was actually increasing since the interest and penalties each month were considerably more than she was paying. If you find yourself in a similar situation, here are some options to consider: Read more

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DIY Credit Repair

One of my cousins came to see me excited over a meeting she recently had. If you know my cousin, she gets excited over air so I always have to proceed with caution every time she has wide eyes and a high pitched voice and looks like she is about to do a cartwheel. She was excited because she had just met with a credit repair company that promised that they can get all of her negative credit taken off her credit report and can get her score high enough so she could buy a home.  Read more

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Continue Celebrating Freedom All Year Long

I have fond memories of Independence Day weekend dating back to my early childhood days. Our traditional family vacation spot was always the Emerald Coast on the Florida panhandle right in the heart of what some affectionately refer to as the “Redneck Riviera.” I’ve always felt the gravitational forces pulling me towards the coast and as a result, the “married with children” version of my immediately family also likes to head to the coast to celebrate our nation’s birthday. Read more

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Why Every Couple Needs A Joint Account

I was recently talking to a couple that I initially thought was talking to me about their debate over getting a joint account. But as each of them spoke, they may had been looking at me but what they were saying was clearly directed at the other person until they forgot I was in the room and they just started arguing. I then remembered some guidance my buddy Kelley, a fellow financial planner, wrote about joint accounts and shared the following guidance from her: Read more

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Your 4 Week Financial Check-Up Challenge: Week 2

A couple of weeks ago marked the beginning of a Four Week Financial Check-Up Challenge. For some, these “best practice” financial behaviors are a part of the daily routine and you already create world class budgeting spreadsheets and could teach classes on making every dollar count. For others, just the thought of getting financially naked and examining the state of your financial affairs is a bit overwhelming.  Read more

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Financial Finesse’s unbiased financial planning blog wins Gold for "Blog of the Year" in the 2014 Best in Biz Awards!

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