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?”

Are Money Issues Causing Stress and Anxiety?

March 31, 2014

How high is your financial anxiety? Hopefully, it is low or at least manageable. Last month, my anxiety level went up briefly as financial stress crept into our family’s financial plan in the form of unexpected but thankfully minor surgery for our son, an emergency vet visit for our dog, and tuition bills for grad school (for me) and pre-school (not for me). Thank goodness we have an emergency fund and health savings account to offset some of the costs! Expected and unexpected expenses like these can wreak havoc on our financial plans if we don’t maintain some flexibility and adapt our plans as those “surely this won’t happen to me” events occur. Continue reading “Are Money Issues Causing Stress and Anxiety?”

Are Money Beliefs Holding You Back?

September 16, 2013

A few weeks ago, I had the privilege of working with a young mother who had overcome countless obstacles to become the first college graduate in her entire family.  During our discussion, it was revealed that she was trying to overcome a seemingly insurmountable pile of debt created by student loans.  Her primary financial goal was to create a plan to stop living paycheck to paycheck and to start taking control of her financial future.  Continue reading “Are Money Beliefs Holding You Back?”

My Field Trip to Seoul

June 03, 2013

For the past three years, I have been working on a Ph.D. in personal financial planning from Kansas State University. One of the final requirements prior to completing my doctoral studies and defending a dissertation is to examine global markets and to directly experience how other cultures approach the management of their money. So this week, I am writing you as I return from Seoul, South Korea after a ten day trip to learn about the country’s approach to personal financial planning. Continue reading “My Field Trip to Seoul”