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Tag Archives: financial finesse

Getting Out of Debt By Thinking About It: I Don’t Think So

I will have to admit that I have not read the book, The Secret.  Right from the beginning, the whole concept turned me off so I didn’t read it.  I guess that would be saying that I am judging a book by its cover.  Well,  so be it, I guess. Here’s what turned me off, [...]

8 Reasons Why it’s Now Better to Rent

In the last month, I have had at least 4 people in the early stages of their career tell me that they plan to rent rather than buy a home because they feel that home ownership is “just a myth” now.  They made compelling arguments as to why they prefer to rent rather than purchase [...]

Financial Wellness: Getting Started by Taking it from Concept to Practice

Physical wellness is a much easier concept to understand than financial wellness but they are actually intertwined together since finances are the leading cause of stress and stress is the leading cause of illness.  This hit me this week because I decided to try something new (that’s my New Year’s resolution — try 52 new [...]

Fact Check Your Investments

One of the (many) aspects of my job is being part of our ongoing fact checking process.  We are constantly staying on top of the latest in tax law changes that can encompass everything from retirement plan limits to education and estate planning issues.  Needless to say we are kept busy! The advantage of consistently [...]

Workplace Financial Education: America Saves Week

America Saves Week 2011 is scheduled for February 20 to the 27th.   What have you planned to encourage your employees to take financial action through saving, debt reduction, and wealth building? The American Savings Education Council (ASEC) first piloted America Saves Week in 2007, with the goals of: Raising the profile of the savings issue [...]