Financial Finesse Blog

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Playing it Safe

Playing it Safe

With talk about a possible “double-dip” recession looming, investors had better take precaution.  I’m not here to say that I ...
Retirement Lifestyle Issues: How to Fill the Days Ahead

Retirement Lifestyle Issues: How to Fill the Days Ahead

From a retirement plan perspective, your employees may have a good understanding of their pension, 401k, and eligibility for retiree ...
Cash management: Pay as Much Attention When You are Selling as When You are Buying

Cash management: Pay as Much Attention When You are Selling as When You are Buying

Next door neighbors are good for borrowing things: a lawn mower, tools and a cup of sugar.  If they have ...
What Does RICH Mean?

What Does RICH Mean?

I saw an interesting article about mortgage delinquencies in the U.S. and there were some interesting tidbits of information in ...
From Emotional to Rational in 45 Minutes

From Emotional to Rational in 45 Minutes

DATELINE: November 2008 Participants: Myself and a loving family member ISSUE: Wanted to sell out of the stock market MISSION: ...
Retirement Readiness – Do a Bennie Check-Up

Retirement Readiness – Do a Bennie Check-Up

A workshop participant had a huge grin on her face at one of our Retirement Readiness workshops when she announced ...
Can You be the Hero?

Can You be the Hero?

All of us want to feel special.  Whether it’s helping the team score the winning goal, or simply helping someone ...
Creating a Will – Sooner Rather than Later

Creating a Will – Sooner Rather than Later

“We couldn’t decide on a guardian – the couple we wanted to pick was very loving but we were concerned ...
First Impressions

First Impressions

During my first week with Financial Finesse I spent most of my time in training, monitoring calls on the helpline, ...
A Strategy for All Markets

A Strategy for All Markets

One of the great benefits of doing educational workshops is that I can share personal stories and strategies with large ...
At What Age Should I Start to Teach about Money?

At What Age Should I Start to Teach about Money?

They call me “the Rebel” but I really am just a regular guy.  In other words, I am no James ...
Spouses - They Should Have a Voice too, Regarding Benefits

Spouses – They Should Have a Voice too, Regarding Benefits

Flash back to last fall, the typical time for open enrollment at work and my husband is handing me his ...