Financial Wellness @ Work

What About My House? (A Soon to be Retiree’s Dilemma)

I met with someone who is preparing to retire in the next year, and we started talking about what a day in his new-styled life would look like.  I asked what I thought was a simple question, “Are you planning to stay in your house, move somewhere warmer (he lives in New England), or stay local and downsize?”  It turns out, the question wasn’t so simple. Here’s why: Read more

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

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