Financial Wellness @ Work

Travel Tips from a Frequent Traveler

One of the things I do a lot as a planner at Financial Finesse is travel. I have to go up to our office in LA for training sessions (training never ends at Financial Finesse, even for the trainer) and meetings. I also travel all over the country to facilitate workshops, meet with employees for individual consultations, and occasionally film a video. As you might have picked up from reading my blog, I consider myself to be quite frugal and like to get as much value from my money (or Financial Finesse’s in this case), so here are some travel tips I can share with you for your next trip: Read more

Financial Planning for the Dream Vacation

Recently I booked a surprise vacation for my wife and me.  It’s been ten years since we’ve taken a vacation by ourselves, and I thought it was about time for the two of us to get reacquainted.  Now there are a couple of reasons why I’m doing this as a surprise.  The first is simply because I enjoy surprising my wife, and who doesn’t like surprising someone they love.  The second reason I’m surprising her with this trip is because she has trouble spending money on herself.  She spends money every day on the stuff we need, such as food, clothing, and medical bills, but when it comes to spending money on luxury items like a vacation, she just doesn’t have a mind for it.   Read more

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