Financial Finesse Blog

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Cohabitating Couple planning their budget - Indoors

The Challenges Of Financially Cohabitating Couples

Not having some financial benefits of marriage can present some real challenges. Here are some things to consider ...
super bowl

How To Spend On Special Occasions

How to celebrate Super Bowl, Valentine's Day, and other events without breaking your budget or your heart in this wildly ...
strong password for security

Strong Passwords: Tips To Keep Your Data Secure

The internet can be a dangerous place for sensitive data. Here are some tips to help create strong passwords to ...
Financial Wellness for a couple moving in together

7 Steps To Buy A Home

With interest rates rising, you may wonder how to buy a home as soon as possible. Here are some steps ...
Employer Retirement Plan Backdoor Roth Conversions

Employer Retirement Plan Backdoor Roth Conversions

One increasingly popular strategy we have seen is the backdoor Roth conversion through an employer's workplace retirement plan. If your ...
couple updating their budget for recession

The W-4: Getting Your Optimal Tax Refund

Your W-4 can help strike the right balance by meeting your tax obligations while keeping as much hard-earned money as ...
Filling out tax form

Tackling Your Taxes

With a bit of pre-planning and some thoughtful organization, you can make your tax filing efforts simpler and much less ...
Millennial black businesswoman addressing colleagues at a corporate business meeting, close up

Race and Financial Stress Special Report

Executive Summary: The racial wealth gap in America has garnered much attention as part of the fight against social injustice ...
2021 Financial Wellness Year in Review: A Q&A with Financial Finesse founder and CEO, Liz Davidson

2021 Financial Wellness Year in Review: A Q&A with Financial Finesse founder and CEO, Liz Davidson

Abstract: This Q&A is designed to provide quotable commentary on Financial Finesse's 2021 Financial Wellness Year in Review. To read ...
2021 Financial Wellness Year in Review

2021 Financial Wellness Year in Review

Abstract: Workplace stress has risen steadily for over a decade, and with the help of a global pandemic has reached ...
Easy Income Tax Strategies

Easy Income Tax Strategies

As always, I seem to owe a bit extra each year (that’s by design) when doing my taxes. This annual ...
Money Management Strategies during Inflationary Times

Money Management Strategies during Inflationary Times

The inflation reading from January 2021 – January 2022 was a whopping 7.5%.  As a result, inflation worries are now ...