Financial Wellness @ Work

Lessons From A Move

One of our financial planners, Daphne Winston, moved recently. She and I were on the phone as she was flying to her settlement and then we talked again shortly after. A few days went by without us touching base so I sent her a message asking how the move was going and she said that she was NEVER going to move again!  I asked her to put her thoughts into words for the blog and here’s what she sent to me: Read more

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5 Things You Need To Know About Auto Insurance

If you own a vehicle, maintaining sufficient auto insurance coverage is a necessity. Unfortunately, this area of our financial lives can become easy to neglect over the years. This is why an annual review of our insurance policies should be part of the financial planning process and those auto insurance policies need more than just a passing glance. If for no other reason, a refresher on the basics of auto insurance can help save you money while providing reassurance that you are protected for those “life happens” moments that can occur while behind the wheel of an automobile. Here are 5 things to know about auto insurance: Read more

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“Worthless” Hunks of Junk

My daughter and I were talking about cars recently.She borrowed mine to “allow me” to drive hers for a few days to see if I could figure out what was the source of a noise coming from her car. After driving it for two days, I couldn’t figure out the noise but I was able to fill up her empty gas tank, check her fluids and inflate her tires.    Read more

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5 Tips For a Debt-Free Honeymoon

Spring is an awesome time of the year. You can finally climb out of the 5 layers of clothes you wore during the winter and actually see more than the eyes of the people around you. This is also prime wedding planning time. One of our resident financial planners, Kelley Long, recently got married and shared her story of how to make sure a honeymoon does not follow you two years later in credit card bills: Read more

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In Defense of Tax Refunds

My friend Sana is awesome. She has the ability to point out a view that I may not have considered before and makes me take a step back a minute and consider other angles.  Maybe this blog post can do for others what she has done for me at times.  
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How to Reduce Out-of-Pocket Health Care Costs

Are you paying more for out-of-pocket health care costs? If so, you’re not alone. There’s a growing trend to higher deductibles for health insurance policies, which means we’re increasingly having to pay at least $1-2k out-of-pocket before the insurance kicks in. Here are some ways to reduce those costs: Read more

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How a Journal Gave Me a New Perspective on Money

A few months ago, I started to keep a journal so that I could capture my thoughts about life and record them for the benefit of my children. I figure I work all day long and don’t really have much time to teach them some of the important lessons that I’ve learned along the way. My hope is that one day they will pick up my journal and hear my voice as I speak to them about what is really important. In the same way, there are some things that are just more important than others when it comes to our finances. Here’s how journaling has helped me deal with this concern: Read more

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Only You Can Prevent Financial Fires

Not to date myself, but I used to love the Smokey the Bear commercials about how, “Only You Can Prevent Wildfires.” Well, when it comes to financial fires, the same rule applies. Although everything around you seems like it is out of your control, there are things within your control that you can do. Read more

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How to Maximize Your Satisfaction

How do you make decisions? According to this article, there are two basic approaches. Some people are “satisfiers,” which means that when they see a choice that satisfies them, they take it. Other people are “maximizers,” meaning they want to see and study all the choices to pick the best possible option. Maximizers do tend to make “better” choices (for example, they make more money on average) but they also aren’t as happy with those choices (including with those higher-paying jobs). That’s because maximizers are always wondering if there’s a better choice they could have made. Read more

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We’re Not Talking About What’s Right. We’re Talking About The Law

One of my favorite TV shows of the 80’s was “WKRP in Cincinnati.” If you’re my age, you probably remember Johnny Fever, Venus Flytrap and of course Jennifer and the infamous Turkey Drop: http://youtu.be/lf3mgmEdfwg. As much as I loved that episode, my favorite quote came from another episode where Mr. Carlson is talking to the station’s attorney about a legal issue. When Mr. Carlson is talking about a situation that is morally wrong, he says, “That’s not right,” and the attorney responds, “Arthur, we’re not talking about what’s right. We’re talking about the law.” 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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