All I Want for Christmas is…

October 26, 2011

Just in time for Christmas, Hasbro has released its newest version of the classic board game MONOPOLY, called MONOPOLY – Electronic Banking Edition.  Listen to the first paragraph of the product description posted on their official website: Continue reading “All I Want for Christmas is…”

I’m Ready to Make a Decision, I Think

September 14, 2011

It’s human nature to second guess our decisions, but somehow this must go double when it comes to financial decisions.  No matter how much we research, contemplate, and then ultimately decide on a financial decision, almost immediately we question it.  (Obviously I’m not talking about impulsive financial decisions, as the problem with those probably speak for themselves.)  There are a couple of things you have to remember when it comes to making a financial decision: Continue reading “I’m Ready to Make a Decision, I Think”

A Second Chance

June 30, 2011

You might be wondering who I am and what happened to Bruce. Well, Financial Finesse originally had a contest to determine which planners would write for our blog. Bruce didn’t really want to write (if you’ve ever seen him speak you’d know that’s his natural domain) but submitted an entry anyway. I actually wanted to write…but too much. My blog samples were way too long. So yes, I lost to a guy who didn’t even want to win.

However, I decided to come back and try again (which obviously worked since you’re reading this). Why? For the same reason that I wrote too much the first time. You see, financial planning is more than a just career for me. It’s a life-long passion.

Continue reading “A Second Chance”

Achieve Financial Success by Managing Someone Important – You!

June 10, 2011

At work recently I’ve been assigned something completely different than anything I’ve ever done before, so I’m doing a whole lot of training to learn some new things. This has been a test of “can an old dog learn new tricks?”  The good news is that it looks like it’s possible! Continue reading “Achieve Financial Success by Managing Someone Important – You!”

Important Steps to Take When Preparing Your Estate Plan

April 27, 2011

In my last blog I told you about my neighbors Mr. and Mrs. P.  Fortunately for Mrs. P, her next door neighbor is a financial planner, so I’m able to help her during this time of transition.  That being said, there are a few things Mr. P could have done to help make his wife’s situation a little easier.  Here are some things you can do to help your loved ones cope with your loss: Continue reading “Important Steps to Take When Preparing Your Estate Plan”

Make High Pay Off Financial Moves

April 25, 2011

You wouldn’t think I would get any insight about my finances from playing “Bubble Breaker” on my Palm Treo.  It seems like a complete waste of time but overall, I see playing games on my phone as a time passer – waiting at the doctor’s office to be seen or waiting for a phone call.  These little pockets of time don’t give me enough time to get something done and I hate to get deep into an article I can’t finish because I will always wonder what the outcome was.  So I play Bubble Breaker on my phone.  Even when I changed to a new phone, I keep the old one without a Sim card to play this goofy game. Continue reading “Make High Pay Off Financial Moves”

7 Steps to Follow after Losing a Loved One

April 20, 2011

My neighbor Mr. P passed away several weeks ago, and now I find myself in the difficult position of having to help Mrs. P sort through all the financial details.  Mr. P took care of all the financial decisions in their household, so you can imagine how upset and confused Mrs. P is right now.  While there are many important financial decisions that need to be made, very few need to be made right away.  Here are some steps to take following the loss of a loved one: Continue reading “7 Steps to Follow after Losing a Loved One”

Top Ten Most “Foolish” Financial Decisions

April 06, 2011

It was only after my son Ethan got home from school and played an April Fools’ Day joke on me that I even realized it was April.  In the spirit of laughing at ourselves, I thought it would be fun to do my best David Letterman impression by offering what I consider to be the top ten most “foolish” financial decisions we make: Continue reading “Top Ten Most “Foolish” Financial Decisions”