Financial Wellness @ Work

How to Manage Money as a Couple

I was talking to a young married couple who was fighting over money. What fascinated me the most was that they just got back from their honeymoon. The ink is not even dry on their wedding certificate and they are already screaming divorce. They then came to me for advice. As l listened, it sounded like my husband and myself during our first year or marriage and I shared some of the lessons learned in how to manage money as a couple, especially when you are very different people. Read more

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How To Overcome Financial Avoidance

I have had the privilege to work with so many incredible people throughout my career as a financial planning professional. Imagine having the opportunity to listen to people as they share their unique life stories, talk about current challenges, and explore future life goals. Money is a powerful force in our lives and how we choose to use it is up to each individual. What’s even more amazing to me is the fact that the topic of money is not something that everyone is comfortable talking to others about. But sometimes the type of person that needs the most financial guidance is also one of the most challenging groups of people to actually get in front of – these are the money avoidersRead more

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Is Cash Becoming Obsolete?

Occasionally, my coworkers and I engage in some debates over what the future of money might look like. Daphne Winston and I had a chat one night about how I never carry more than $20 (usually it’s less than $5) at any time. (I’ll probably end up getting shot by a mugger because he’s irritated that I didn’t make robbing me worth his time…but that’s another topic altogether.)   Read more

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Want to Live a Happier Financial Life?

Very rarely do I find a personal finance article that resonates me as much as one I recently read called “How to Live a Happier Financial Life.” First, I love the title. When it comes to finances, sometimes we get so caught up in the numbers that we forgot the whole point is is about maximizing happiness not money. Sometimes that means spending more money on certain things but often it actually means spending less. The article’s following points do a good job of differentiating which is which: Read more

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Obamacare Tax Forms Are Coming to a Mailbox Near You

I just got done pitching out a foot-high pile of holiday sale catalogs, magazines that I never got to read over the holidays, and donation requests from charities and schools that for some reason didn’t feel like I paid them enough tuition while there as a student. Am I the only one out there who’s looking online for a new smaller mailbox?  But just when we thought it’s safe to downsize our mailboxes, the Affordable Care Act (also known as the “ACA” and “Obamacare”) and IRS regulations have added more mail to the winter pile-up, the new series of IRS information forms that support whether you have health insurance that complies with the “Obamacare” rules.  These forms started showing up late this January and will every year after.  Read more

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One Word That Can Change Your Financial Life

Can one single word change your financial life and perhaps completely change your life story? Sound a little too simplistic? Before you dismiss the possibility that one single word can have transformational powers, ask yourself one question – Is my financial life just a little bit complicated? Read more

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Noise Cancelling Headphones Needed

One of the joys of my job is that I get to work with some incredibly bright and talented people. Daphne Winston is one such person. She and I were talking about some of our “travel nightmares” one day as both of us routinely fly for work. I asked her to write a blog post about one of her misadventures and this is what she shared with me: Read more

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You Are Not Your Financial Situation

When I tell people what I do for a living, I almost always get questions on how to become financially secure. As I started to talk to people, I noticed that a pattern started to emerge. People started connecting themselves to their financial situation vs. seeing their situation as a temporary situation.  Read more

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Are You On a Crash Course to Disaster?

One of the more interesting stories I’ve seen recently in the world of sports is about a guy named Rob Konrad, a former NFL player, who fell off his boat and swam 9 miles to shore.  It took him about 16 hours, he had hypothermia, and he couldn’t walk but at least he survived the ordeal. Along the way, he was circled by a shark and had to fight waves, wind and the dark in order to make it home safely.   Read more

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What to Do for 2015

I usually view “what to do at year end” and “what to do to start the new year” financial articles with great disdain (the same way I typically avoid writing “theme” blog posts for Valentine’s Day, Mothers’ & Fathers’ Day, Independence Day [is there any bigger cliché?], and any other over-played theme). However, I have spent most of my work hours early in 2015 talking to people who want to look at things they can do in the next 12 months in order to make progress toward becoming financially secure.  It’s only because I have been asked so often that I’ll cave in, become part of the crowd and write a “What To Do for 2015” suggestion list. 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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