Financial Wellness @ Work

My Back to School Checklist

It is hard to believe that summer is winding down and school is right around the corner. I talk to many other parents this time of year who have a wide range of thoughts regarding the back to school routine. Some ask “where did all of the time go” while others cannot wait to get their cute little monsters out of the house and out of their hair. If you are a parent with school-aged children, you are likely experiencing a similar feeling of disappointment/relief. Read more

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Regrets…I’ve had a few…

As a dad, I often try to impart life lessons to my kids just like people did for me when I was growing up.  And, just like I did when I was their age, there is some eye rolling and a less than full understanding of the message being delivered.  Some of the lessons I try to impart on my kids deal with more optimistic, forward looking items.  Others are lessons I learned while making mistakes in my life.   Read more

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What (If Anything) Will You Regret the Most in Retirement?

Have you ever had a conversation with someone who was simply living in the past? When I say living in the past, I don’t just mean the innocent act of reminiscing about better times or the so-called “good ole days.” I am referring to people that painfully dwell on the past. This can be painful for the person experiencing regret and can also be an emotional drain on those who constantly observe and listen to others experience the cycle of regret. Read more

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Welcome to the Financial Finesse Book Club

What has been on your reading list so far this summer? Last week, we looked at some recent financial blogs to help add some balance to your summer reading list and hopefully improve your finances along the way. Since I am often asked about recommended personal finance books, I figured why not summarize some books that my colleagues and I have read in the past few years. The good news is that many of these books are located at your local library so you can check them out for free. Read more

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8 Steps to Improve Your Credit Score

Have you had a rough patch in your financial life? Or maybe you’re trying to position yourself to get the lowest possible rate on a mortgage or even a new job. For whatever reason, you may be like one of the many people I speak to on our Financial Helpline and Ask a Planner sessions who are trying to improve their credit. If so, here are some steps you can take: Read more

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What’s the Deal With Car Reservations?

Oscar Wilde once wrote “Life imitates Art far more than Art imitates life.”  As though this statement needed any proof, my recent trip to a rental car agency proved to be a reenactment of a classic Seinfeld episode.  Several months ago, I reserved a minivan in anticipation of a family trip to the West Coast. Upon arriving at the rental car agency, I was told that there were no minivans available. How could this be?  They knew what I needed.  They knew when I would be there.  So why would they not have a car waiting for me?   Read more

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Balancing the Summer Reading List

My eight-year old daughter Caroline recently made an observation that in her opinion, I simply don’t read enough.  This of course is coming from an up and coming 3rd grader who absolutely loves to read and is currently breezing through J.K. Rowling’s entire Harry Potter series along with countless other books.  Although I will acknowledge that I never was a bookworm growing up, it must be noted that her definition of reading does not include financial journals, academic research studies, personal finance blogs, IRS tax code, or financial planning books. I am impressed that my daughter balances her reading preferences and also reads non-fiction books to learn about various topics ranging from history, Bible stories, and Golden doodlesRead more

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Are You in a Cash Flow Drought?

Living on the East Coast but working for a California based company, I get to hear about things that are newsworthy on both coasts. One of the more recent news items that I talked about with my CA coworkers was the drought that they are currently experiencing.  This article talks about the drought and what it has done to the price of water in California. Read more

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Here’s a $2 Million Jackpot Worth Playing For

Would you like the thrill of gambling without the out-of-pocket cost?  Now you can combine the good habits of saving and paying down debt with the ability to win entries to prizes from SaveUp.com ranging from gift cards to the chance of winning the $2 million jackpot.  I learned about this prize-linked savings incentive by reading an article in the July issue of Kiplinger’s and signed up a few weeks ago to check it out.  So far, the only thing I have won is a 1 year subscription to Prevention Magazine, but it is fun and motivating to earn credits to play online card games to win prizes like a $5,000 savings deposit or your bills paid for a year.  Credits can also be used towards entries to the $2 million drawing, called the SaveUp Super Jackpot.  (Pick 6 numbers and the next jackpot numbers will be announced on August 1.) Read more

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When the Wedding Bells Stop Ringing

For centuries, June has been the most popular month for weddings.  The idea of two people vowing to share the rest of their lives together always puts a smile on my face, but are these two souls that have now been joined as one fully prepared for what lies ahead?  I should think that a person that says “I do” does so with no thought of some day thinking “I don’t,” but the reality is that many of these newlyweds won’t be together in 20 yearsRead more

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