Financial Wellness @ Work

Happy New Year!

Do you have any financial resolutions this New Year’s? According to a Fidelity New Year Financial Resolutions Study, a record 54% of Americans said they would make one this year. If you don’t have one, check out these 14 possible resolutions for 2014.  Of course, the real challenge is sticking to it. Here are some tips to help make sure you do.

Financial Dreams Come True with New Year’s Resolutions That Stick

After the Fourth of July and Christmas, New Year’s Eve is my favorite holiday. The Fourth of July because I am a Navy brat and grew up in a very patriotic family (we’ve always celebrated our country’s Independence Day), Christmas, well, that one is kind of obvious, and New Year’s Eve for the clean slate it brings to start a brand new year. Many people don’t like to make resolutions, but I do since I am a student of behavior change. How people can break out of their mold and start good habits while letting go of bad ones has always fascinated me. New Year’s Day, or at least January 2nd, is a great time make changes in your personal finances. Read more

Financial Planning: New Year, New Goals

Year end is a perfect time to take a look back at the progress you made in your financial life in 2010 and set new goals for 2011.  So many New Year’s resolutions fall by the wayside by St. Patrick’s Day.  (Dialing back on the chocolate consumption makes my list EVERY year.  Still, there’s something about dark chocolate that is stronger than my resolve.)  There are some resolutions, though, that are not only good for you but sustainable.  And, maybe a bit more realistic than my dark chocolate resolution too. Read more

Financial Finesse’s unbiased financial planning blog wins Gold for "Blog of the Year" in the 2014 Best in Biz Awards!