Financial Finesse
Financial Finesse
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  • The Pros & Cons Of Balance Transfers
    If you’re carrying credit card debt and paying on time, chances are you also regularly receive offers from various financial institutions offering you balance transfer deals. If you’re serious about paying off your debt and have fixed whatever issue caused you to accumulate the debt in the first place, then it can seem like a no-brainer — using balance transfer deals can be a key step in getting t...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • 5 Steps To Start Your Recovery After A Hurricane
    I’ll never forget the first day I saw the aftermath of Hurricane Katrina. It looked like something out of a sci-fi movie — homes smashed together like accordions and cars upside down throughout the streets. Not only were the cars upside down, but a lot of the people I talked to felt like their lives were also turned upside down. They all said that they were initially shell shocked, not sure what t...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • Post-Hurricane Tips: Before You Go Home Again
    For anyone displaced due to a natural disaster, it is tempting to rush back home as soon as possible. I get it – you want to see how bad the damage is. I felt the same way with my condo in Clearwater, FL after Irma came for a visit. I wasn’t hunkered down in an emergency shelter, but at my primary residence over a thousand miles north stuck watching the Weather Channel to get a glimpse of the afte...
Financial Finesse
Financial Finesse
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  • 5 Tax Moves To Make Right Now
    As we approach the end of summer and the beginning of fall, things are changing. Temperatures begin to cool, leaves start to turn color, and the kids start back at school. While we do not have much control over these changes, we do have the ability to make some changes to improve our financial well-being. With about three quarters of the year in the books, now is a great time for tax planning. You...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • The Danger of Keeping Things TOO Simple
    With a lot of personal finance, it makes sense to keep things simple or otherwise choose the method that works best for you. Just as the best exercise is the one you’re actually going to do, the same is true for the best budgeting or money management system. When it comes to investing, simple strategies typically work better than more complex ones. Finding your retirement number isn’t that simple ...
Financial Finesse
Financial Finesse
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New blog articles detected.

Financial Finesse
Financial Finesse
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New blog articles detected.

  • Ever Wonder How Your Auto & Home Insurance Is Priced? Get A C.L.U.E.
    Did you know that any insurance claims you have filed in the past 7 years for collision or comprehensive damage to your car or theft, fire, or storm damage to your home are factored in to any insurance quote you receive? I learned this interesting fact a few years back when I noticed a clause on my homeowner’s insurance renewal that warned me that my insurance company could cancel or refuse to ren...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • How To Save For A Down Payment On A First Home — Without Giving Up Avocado Toast
    Are you renting now and want to buy your own home but aren’t sure how you’ll ever save enough money for the down payment? When Australian property manager Tim Gurner dissed twenty- and thirty-somethings everywhere by saying they’ll never buy a home because they are too preoccupied with spending money on avocado toast, he unknowingly created a new cultural reference. Although I’m well past the earl...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • Here’s How One Couple Is Achieving Financial Independence Before Age 50
    One thing I love about working at Financial Finesse is that I have the opportunity to provide financial guidance to folks with a wide range of needs. The majority of my conversations are centered around the specific needs of an individual at a specific point in time — it gives my days a huge variety and I find that every conversation I have is unique. However, I was recently reminded that while ea...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • The 6 Step Estate Planning Checklist
    Estate planning is an essential part of the financial planning process. Yet, it is often the most overlooked element of a basic financial plan. Only 4 out of 10 adults have wills and trusts in place. But an estate plan is so much more than that. You may be thinking you don’t need to worry about this because you don’t have an “estate,” or you’re too young to worry, or you don’t want to pay for the ...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • Retirement Account Loan Strategies You May NOT Have Thought About
    Taking a retirement plan loan may be considered taboo in some cultures, primarily because it can be detrimental to your retirement preparedness. That said, not all retirement plan loans are bad. For instance, if you are carrying a balance on a high-interest credit card, taking a retirement plan loan may be a sensible way to pay off the debt faster while paying the interest to yourself. Or maybe yo...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • Choosing HSA or FSA At Open Enrollment
    In the past 7 months, my daughter has had two concussions, a bruised ankle, a broken elbow and a black eye from being accidentally hit by a friend. “Accident-prone” doesn’t quite seem to cut it anymore in describing her and our constant trips to urgent care. In fact, she is so well-known at our local clinic that our conversations with the staff are now about updates on the staff’s kids’ sport and ...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • Our Top 10 Blog Posts Of 2017 (So Far)
    This Labor Day, as you (hopefully) enjoy a day away from the normal go-go-go of daily life, we’ve curated our Top 10 most popular posts of 2017 so far, in hopes that one or all of them will assist you toward the goal of financial independence — aka, the day you have to labor only because you want to, not because you have to! Enjoy and have a safe and happy Labor Day! Top 10 Financial Finesse Blog ...
Financial Finesse
Financial Finesse
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  • The Art Of Financial Trade-Offs: What Do You Value Most?
    Last week, I found myself debating the best course of action for watching “The Money Fight” between Conor McGregor and Floyd Mayweather (spoiler alert: Mayweather won, to no one’s surprise). I’m a big fan of mixed martial arts (MMA), but for those who aren’t as into it, the appeal of the fight was that the biggest star in MMA (Conor McGregor) accepted a challenge from the biggest star in boxing (F...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • Why The Traditional 401(k) Is Underrated
    Do you like paying “hefty tax bills?” According to this article titled, “If you like paying hefty tax bills, stick with your regular 401(k),” you’re likely to be better off contributing to a Roth 401(k) since required minimum distributions from a traditional 401(k) can keep you at the same or a higher tax bracket in retirement. That sounds pretty cut and dry but as with most universal financial re...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • The Ins & Outs Of Balance Transfers
    One way to speed up the process of paying off debt while saving money in the long run is by transferring balances to credit cards with lower interest rates. This is a strategy that I used to dig myself out of over $8,000 of credit card debt after college. Moving even a $2,000 balance from a 16.99% interest rate to one with a 3.99% rate while continuing to pay the $40 minimum payment can save you o...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • Are You Ready For This Trifecta Of Budget Breakers?
    As August winds down, we are entering what I call the “Superbowl” of budgeting season. This is the season where some of us will be victorious and have at least $1 left by 12/31 and others will have bank accounts on life support, crippled by the big three: Halloween, Thanksgiving and the granddaddy budget killer of them all, Christmas. Worse still, once your bank account has made the final death sp...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • Is The Financial Tail Wagging Your Retirement Dog?
    When someone asks you about your retirement plans, is your first thought to check your account balance? That could be holding you back from the life you dream of living in the interim years. Remember that money is there to support your life, not the other way around. Here are 3 steps to help ensure you’re on track for retirement without letting it rule your life: 1. Forget about the money… for now...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • How I’m Teaching My Polar Opposite Daughters About Money
    If you’re a parent, you probably know that sometimes you can be around your kids and wonder just how in the world they are actually related because they are so different. As a father and financial planner, I have really seen that difference in my two daughters this past year. My girls are teenagers and both are now working part-time and taking on more financial responsibility. That is where the si...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • Why Acorns Can’t Replace A Financial Plan
    It’s always good to hear about different ways of saving money so I was intrigued by this recent Forbes post about how one of my colleagues uses an app called Acorns to save more by making it a game. The app rounds up your linked debit and credit card purchases to the nearest dollar and then invests the difference in a mix of ETFs. Partners can also contribute cash rewards from purchases to your ac...
Financial Finesse
Financial Finesse
Blog Post

New blog articles detected.

  • How My Money Attitude Was Keeping Me Poor
    I’m a huge believer in the power that examining our own money beliefs can have in changing financial situations. Several years ago, I had an epiphany about how my own deep-seated assumptions and issues with money were literally keeping me from getting ahead financially. When I stopped to think about how I’d watched my annual income more than double over the first ten years of my career and yet I w...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • Expecting? You Can Probably Skip These 3 “Needs”
    I am a great aunt!!! My nephew and his wife recently welcomed my beautiful great-niece into the world, and I am so excited for them. As I saw the joy and, frankly, terror of the new life that they are now responsible for on their faces, I started to think of how I felt when I held my daughter for the first time. I felt this overwhelming responsibility to make her world perfect to the point where I...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • [Quiz] Do You Need A Living Trust?
    A revocable living trust can be a powerful, customized estate planning tool. However, trusts are time-consuming and best drafted by an estate planning attorney, which can be costly. Take this short quiz to figure out if it makes sense to think about incorporating a trust into your estate plan: 1. Do you or your spouse have children from a previous marriage? If you answered yes: A living trust may ...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • How To Invest Like A Shark
    Are you a fan of Shark Tank? It’s must-watch TV in my household — we love the creativity of the business pitches and the investment insights of the sharks. One of the realizations I’ve had while watching is that much of the interaction between the sharks and the business owners is about one simple thing: What is the business and does it make money? Here’s how that insight can translate into making...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • What To Do If You’re Worried About North Korean Nukes
    I recently had someone ask me about what the effect could be on their investment portfolio and what they should do about it should North Korea actually launch a nuclear missile. We’ll get to that, but the reality is that your investments will likely be the last of your worries. However, there are some things to do to prepare for a nuclear attack that may not only help bring some peace of mind duri...
Financial Finesse
Financial Finesse
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New blog articles detected.

  • Is Your Side Gig Worth It?
    There are lots of reasons to take on a side gig, not all of them financial. Perhaps you’re looking to gain experience in a new career field or you love the type of work but couldn’t do it full time (pet sitting comes to mind, one of my former side gigs). Finding a way to bring in some extra cash with your free time definitely makes sense, especially when it helps with things like paying off that l...
Financial Finesse
Financial Finesse
Blog Post

New blog articles detected.

  • How To Figure Out What Amount Of Life Insurance You Need
    Thinking about what would happen if you or your spouse were to pass away is tough — no one really wants to imagine the worst happening. The sad reality is that bad things sometimes happen to good people, so we need to be prepared, but you don’t want to spend too much on life insurance since there’s a strong chance you won’t need it. I encourage people to think of life insurance in terms of taking ...
Financial Finesse
Financial Finesse
Blog Post

New blog articles detected.

  • How Much Will A Hybrid Car Actually Save You?
    When you’re in the market for a new car, how do you figure out which one is going to be the best buy given your situation? Hybrid cars are all the rage in places like California – several of my colleagues drive them. These cars definitely cost more up front than their equivalent gas-powered models, so how do you know if/when you’ll save money? When my husband Steve and I moved back to the United S...

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