Tag Archives: financial finesse
The Importance of Financial Literacy
Studies by the Global Center for Financial Literacy define the term as “a set of basic concepts that sit at the heart of financial decisionmaking, which include: numeracy and an understanding of interest rates and interest compounding; an understanding of [Read more...]
US financial wellness levels slightly down
US employees’ financial wellness declined slightly in 2012, with lower income employees, women, and Gen Xers getting hit the hardest, according to an annual study on employee financial issues from Financial Finesse…
The Best Places For A Working Retirement In 2013
A retirement lifestyle increasingly can include part-time work to supplement pensions, Social Security, 401(k)’s, and other resources, or just to stay mentally engaged. Here’s our list (arranged alphabetically) of the 25 best U.S. cities–actually, metropolitan areas or divisions–for a working [Read more...]
How to Take Control of Your Finances
For the past five years, I’ve shared the following road map, adding one new tip every January. Many GRS readers have used this info to plot a course to financial freedom. Maybe this year it’s your turn.Here then are eleven simple but [Read more...]
What The Sequester Really Means For Your Finances
One thing that practically everyone on both sides of the aisle in Washington seems to agree on is that the sequester cuts that have now officially begun are not the best way to reduce the federal budget deficit. Does that [Read more...]
5 Little Used 401(k) Features That Can Make You Wealthier
If you’re like the vast majority of Americans, you’re probably contributing to your employer’s retirement plan. But are you really taking full advantage of all it has to offer?
The Successful Retirement Plan Advisor, Pt. 1: 3 Traits They Share
This past year, I’ve had the pleasure of working with quite a few top advisors in the country, independent wealth management and retirement plan advisory firms, most of whom manage billions of dollars in assets…
7 Valuable Benefits You May Not Even Know You Have
Most of us know about Social Security, Medicare, our employer’s retirement plan and IRAs, but if you’re like many Americans, you could be eligible for other benefits worth tens or even hundreds of thousands of dollars that you might not [Read more...]
Financial Fraud Is Growing, Post Madoff
Financial fraud is on the rise. You’d think with the increased awareness due to publicity around Bernie Madoff’s $65 billion dollar Ponzi scheme that incidents of financial fraud would have gone down, but instead it has been quite the opposite…
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