What Does “Financial Wellness” Mean To You?

September 22, 2014

Last week, we kicked off “Ask A Planner Week” at Financial Finesse. This was designed to allow our social media fans and followers an opportunity to ask us questions so that our team of CFP® professionals can provide an unbiased answer. This initiative is being led by Erik Carter, JD, CFP® and you can check out Erik’s response to the first question “When Should You Sell Your Mutual Fund?” by clicking here to see his Thursday blog submission. We have already received many additional questions that are excellent and this is an ongoing initiative. So we encourage others to keep the questions coming in to Facebook and Twitter. Continue reading “What Does “Financial Wellness” Mean To You?”

Ask-A-Planner Mailbag

July 28, 2014

Many friends of Financial Finesse and readers of our daily blogs send us direct questions and various inquiries through our social media sites. Occasionally we will highlight some of the more frequently asked questions and provide you with a summary response.  In this version of the Ask-A-Planner mailbag, we will examine a couple of questions regarding Individual Retirement Accounts.  To help examine these questions, I thought I’d turn to Paul Wannemacher, one of our resident financial planners and a recent addition to the Think Tank at Financial Finesse, for some guidance.  Continue reading “Ask-A-Planner Mailbag”