Financial Finesse Blog
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apps for budgeting, best budgeting apps, how to track spending, how to track your budget, workplace financial wellness
The Best Apps For Tracking Spending
In my 16 years in the financial services industry, I have noticed an interesting phenomenon when it comes to spending ...
Financial Rules of Thumb: The Emergency Fund
The general rule of thumb here is three to six months of your expenses ...
Here’s What To Think About When Deciding What To Do With Your Old 401k
If you have an old 401(k) account from an old job (or maybe even 2 or 3), you're not alone ...
NUA – One Overlooked Benefit Of Employer Stock In Your 401(k)
Should you own stock in your current or former employer? There are mixed opinions out there regarding the risk of ...
co-insurance, consumer-driven health care, deductible, health insurance, health savings account, high-deductible plan
Should You Choose a High Deductible Health Insurance Plan?
Here are some things you want to make sure you factor in before making your own decision: ...
What To Do With Your Old Employer’s Retirement Plan
Have you ever had to leave a job and couldn’t decide what to do with your retirement plan? I recently ...
Commonly Used Tax Deductions
Income taxes are one of our largest expenses. They can also become one of our biggest financial planning stressors. While ...
Buying A Home Personal Worksheet
Use this worksheet to get organized and make a plan for purchasing your new home. The following information can help ...
The 401(k) Self-Directed Brokerage Window
Are you a hands-on investor seeking investments beyond your 401(k) plan’s core list of investment choices? If so, you may ...
The Risks Of Employer Stock
One of the biggest risks I’ve seen lurking in people’s investments is having too much in a current or former ...
