Tag Archives: financial finesse

Why I Love What I Do

Tweet We usually discuss what to do with your money but not how you earned most of it in the first place. Without trying to sound too much like I’m sucking up to my boss…I’m one of the few people … Continue reading

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When Should I Consider Having a Trust?

Tweet 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 … Continue reading

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Helping Employees Cope with Medical Bills

Tweet Flying home last week from the wintry northwest, I heard lots of sneezing and sniffles from my fellow travelers.  Although we’ve been lucky to have such a mild winter so far, cold January weather usually brings with it the … Continue reading

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What Fantasy Football Can Teach Us About Investing

Tweet I fielded my first fantasy football team back in the late 90’s, and what I enjoyed most about it was that it gave me an excuse to watch games I would otherwise care less about.  (I mean after all, … Continue reading

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The Impact of Financial Stress on Job Productivity

Tweet Stress is a part of life and isn’t necessarily a good or bad thing.  Personally, I prefer less stress.  But, in small doses stress can help us perform better under pressure and provide the necessary motivation to perform important … Continue reading

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Roll Call: 24th Annual Benefits Forum and Expo 9/25 to 9/27

Tweet Employee Benefit News’ Benefits Forum and Expo is the largest event in the nation solely dedicated to employee benefits, so are you planning on attending?  If so, you’ll be among many senior benefits professionals who will be traveling to … Continue reading

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How to Optimize and Simplify Your Daily Finances

Tweet In my last few blog posts, I wrote about how  we can manage our spending to save enough to reach our financial goals.  Ideally, you’d pay yourself first by having your savings set aside before you can even spend … Continue reading

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A Second Chance

Tweet You might be wondering who I am and what happened to Bruce. Well, Financial Finesse originally had a contest to determine which planners would write for our blog. Bruce didn’t really want to write (if you’ve ever seen him … Continue reading

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What HR Can Learn From American Idol: A Personal Account of the Most Brutal (and Effective) Interview Process I Ever Went Through

Tweet The other day, after a series of workshops on retiree health care for one of our clients, I decided I needed to unwind.  It was time to rid my mind of HR issues completely, and enjoy some mindless entertainment.  … Continue reading

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