Financial Wellness @ Work

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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Is It Time to “Gamify” Your Financial Plan?

Managing finances can be a real challenge for many of us.When it comes to reaching our most important life goals, we’re not talking about a game here. We’re talking about something far more relevant in our lives such as our visions for the future, values, and life goals.  Read more

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In Defense of “Personal Finance Scolds”

I used to think that the need for Americans to save more was pretty uncontroversial. That was before I read this article called “The pernicious ideology of personal finance scolds.” The author lambasts financial advisors for “scolding people for not saving enough money” and calls the “ideology of savings scolds…ideologically pernicious.” Read more

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J. Money Socked Away $400,000 in 7 Years – Who Cares?

A friend of mine recently sent me a Forbes article with the following headline: “How Blogger J. Money Socked Away $400,000 In 7 Years.” My original reaction? WHO CARES? Read more

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Financial Lessons From the “Game of Life”

Recently, my family had one of those cold, winter weekend days where the social calendar was completely empty: no birthday parties, no basketball games, no play dates, and no plans. I am usually very eager to get out and explore all of the beauty outside of our little casa but my initial reaction was relief and joy because the “Mom & Dad shuttle” was staying at home for a change. This was an excellent plan until the excitement of a lazy stay-at-home day getting some household chores wore off and Monster #1 and Monster #2 decided they could no longer coexist peacefully in our house. 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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