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Tag Archives: financial planning
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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Using Your 401(k) in Retirement
We recently received this question on the Ask a Question to a Financial Planner section of our blog: “I have $35k in bank card debt+$30k in retail credit debt. Bank interest range 13/23%, retail 18/29%. I’m 63, and have $40k … Continue reading
Posted in Retirement Planning, The Maverick
Tagged 401k, credit cards, debt, financial planning, financial questions, retirement
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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
12 Important Financial Steps to Take in 2012
By now, everyone has broken their New Year’s resolutions. Never fear, taking one financial action step each month is easy and you still have time to finish January’s step. Taken together these steps can have a tremendous impact on your … Continue reading
What I Learned Watching the NFL Playoffs
Last weekend, the final 4 teams left in the NFL playoffs squared off to see who would make it to the Super Bowl. This year, it’s the New England Patriots vs. New York Giants playing in the season’s final game. … Continue reading
Posted in Communicator, Financial Planning
Tagged accountability, financial goals, financial planning, goal setting, NFL, superbowl
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When it Comes to Financial Advice, Follow the Money
As the election year begins, there’s a lot of concern about money in politics and how it can be used to corrupt politicians and buy votes. But politics isn’t the only profession in which money can be a problem. The … Continue reading
Is Love Draining Your Money?
This is an extreme example. I’ll say that right up front but there are lessons here we can all take away. Yesterday, I took a call to our financial helpline from a caller who was having trouble making ends meet. … Continue reading
Posted in Money Diva, Money Saving Ideas
Tagged budgeting, financial decisions, financial planning, financial stress, gifts, giving
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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
Helping Employees Cope with Medical Bills
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 onslaught … Continue reading
