Financial Wellness @ Work

The Non-Planner Perspective

I began paying rent when I was about 21 years old while living with a roommate.I was making pretty good money for my age and a couple of years later, decided it was time for my own space. Of course, with that, came more financial responsibility.  Read more

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Financial Education, Literacy, or Wellness?

I was talking with a friend recently who is a big fan of words and language, which could explain the presence of more bookshelves in her house than I’ve ever seen in anyone else’s house. We started talking about the language and words involved in my role at Financial Finesse. I’ve noticed an evolution in terminology during my 5 years here. There have been three terms that have been used a lot by our employees, our clients and in the general corporate environment. I see the terms evolving in the corporate workplace and a few members of our financial planning team discussed the evolution recently and found that the evolution of the terms aligns with the evolution in the way people process information. Read more

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Slaying the Three Headed Debt Monster

I recently met with a couple (let’s call them James and Julia) in their early-40’s with two young children. I could feel the stress and tension enter the room before they even took a seat in my office. If you’ve ever been around friends that were obviously not getting along, you probably recognize that feeling as all positive energy exits the room the moment the couple in distress enters. This couple’s debt-related stress was not just affecting their relationship, it was starting to impact their friends. Even more potentially devastating, debt-related stress was starting to take a toll on their physical health and well-being. Read more

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Passing On Your Money Skills

Working as a financial planner gave me the opportunity to meet so many people and to hear their amazing stories as to how they became wealthy. Most came from humble means, from former refugees who did not speak English, to former teenage moms, to those that grew up in foster care. Their stories are an inspiration.   Read more

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Do You and Your Spouse Have Different Money Philosophies?

My husband and I facilitate a class for newly married couples. In light of today’s environment, I am finding that many of the “newlyweds” range from young couples in their 20′s to executive in their 40′s to grandparents in their 60′s. Surprisingly, the biggest conflict is the same with all the couples: different money philosophies.  Read more

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It’s All About Perspective

Perspective can sometimes be situational. Our perspective today can be very different than it was a decade ago. I have a friend struggling with her birthday right now. She is about to turn an age that ends with a 0.  Read more

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Finding Balance

I met with a young woman recently who had a few options in front of her and we talked through the choices in front of her.She had just graduated from business school and accepted an offer with her current employer. She is in a two year long leadership development program, and during that program, the company is paying for her living expenses. They do that so that she could maintain her home back in her hometown since that’s where she will eventually live again. This woman had just gotten married and her husband moved to the new city with her and he will look for a job there since he just finished school as well.  Read more

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What Spring Cleaning Means To Our Family

Whew!! We survived another winter, and what a winter it was. I moved from NYC in eager anticipation of a milder southern winter.  Read more

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Good News For Credit Scores

At a time where I love to look for good news stories to combat all the negativity I’ve seen in the press lately, comes a very good news story for consumers. The 3 major credit bureaus have agreed to overhaul how they handle medical debt in credit reports. I meet with a lot of people who are looking for ways to improve their credit score so that they can buy a car, buy a house, get the nod of approval on a new job or many other reasons. Often, we look at a credit report and the biggest negative is debt from a medical provider. What’s amazing to me is that over half of the debt on credit reports is unpaid medical debt. That is gigantic.  Read more

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Money Management For a Busy Single Mom

Years ago, I had a friend who was trying to get her finances together but she was struggling as to how to do it. She was a single, recently divorced, full-time working mother of four, with three of the kids under the age of 5. I knew whatever strategy we developed had to be easy and automated. 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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