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Category Archives: Rebel
When Enough is Enough
After my stepfather passed away, my mom started working with a local bank to manage her investments. At the time, I was living in California and it was difficult for me to help her with investment decisions. Plus, I had … Continue reading
Posted in Advanced Investing, Rebel
Tagged bond funds, bonds, dividends, etfs, investing, mutual funds, stocks
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How to Earn Income From Home
My wife made a comment the other day about how much food our household is going through lately. As some of you may know, we have four children, including three boys, the oldest of which is turning 12 in April. … Continue reading
Posted in Financial Planning, Rebel
Tagged income, independent consultant, Mary Kaye, Pampered Chef, substitute teacher, survey taker
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Rental Property in an IRA?
The second week of April is Spring Break for our kids so this year we planned a family vacation to Amelia Island, Florida. We’ve never been there before so after perusing several possible forms of accommodations, we settled on a … Continue reading
What Going to the Shooting Range Can Teach Us About Financial Planning
Recently, some colleagues and I visited the local shooting range to practice firing pistols at paper targets. I hadn’t fired a pistol in years, but I remembered that the last time I did I had fun. I was excited to … Continue reading
Posted in Financial Planning, Rebel
Tagged emergency fund, estate plan, financial planning, insurance, investing, target shooting
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Take Three of These and Call Me in the Morning
Recently, I took a trip to the urgent care center. I think someone should sue them for false advertising because there was nothing “urgent” about it. I’d been warned that wait times to see a doctor could get lengthy, but … Continue reading
One of the Biggest Challenges Facing Financial Planners
One of the biggest challenges I face in my line of work is deciding when to explain things in more detailed technical terms and when to explain them in more understandable “practical” terms. For example, when discussing the income limits … Continue reading
The Basics of Income Taxes
Every year around this time we at Financial Finesse see an increase in demand for our Tax Basics workshop. The thing about our Tax Basics workshop is that it is exactly what it says it is—basic. We don’t discuss tax … Continue reading
Posted in Rebel
Tagged income tax, tax basics, tax filing, tax forms, tax preparation, taxes
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Unconventional Wisdom: Confessions of a Financial Professional
When it comes to topics to write about in this blog, I usually look through the news or around the home, but this week’s topic actually comes from another reader, not because they asked me to write on a particular … Continue reading
Posted in Rebel, Retirement Planning
Tagged retirement account, retirement planning, roth, tax planning, taxes, traditional
2 Comments
When Should I Consider Having a Trust?
At Financial Finesse, we are often asked this very basic question. It seems simple enough. A trust, by its purest definition, is a form of ownership. You can own assets in your name alone, you can own assets with someone … Continue reading
Important Changes to be Aware of in the New Year
As a financial planner at Financial Finesse, one of my responsibilities is to make sure our content library is up to date when things change. Now that I’ve had a chance to review all of the changes that will take … Continue reading
