241 views |
Dec 5, 2022
How To Fund the Down Payment on Buying a Home
If you don't yet have the full 20% down payment, be sure to explore all of your available options.
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I'm a Senior Resident Financial Planner at Financial Finesse, primarily responsible for providing financial education and guidance to employees of our corporate clients. I also lead the team that develops our content on Forbes and regularly provide commentary on
...I'm a Senior Resident Financial Planner at Financial Finesse, primarily responsible for providing financial education and guidance to employees of our corporate clients. I also lead the team that develops our content on Forbes and regularly provide commentary on personal finance topics to a variety of media outlets, including CNBC, Fox Business, and Time Magazine. Prior to joining Financial Finesse, I held several different investment advisory and consulting positions with a focus on high net worth clients, including advising members of Congress and serving as a vice president in the private client services division of a major national investment firm. I earned a B.A. in Economics with honors from NYU and a law degree on a full academic scholarship from the University of San Diego, where I focused on tax and estate planning. I'm available for speaking opportunities on personal finance issues. To inquire, please email ffpress@financialfinesse.com.
642 views |
Nov 21, 2022
Important Estate Planning Conversations To Have At Thanksgiving
After enjoying a wonderful Thanksgiving dinner, make the time to have some important family conversations with those who may be directly affected if you are no longer around. After all, there may be few other times when you're all together.
3,026 views |
Nov 7, 2022
5 Mistakes You Don’t Want To Make During Employee Open Enrollment
Yes, it’s the opportunity for most employees to select which benefits they will choose for the following year. Here are some of the most common mistakes we see people make:
1,294 views |
Oct 24, 2022
How To Take Advantage Of Higher Interest Rates
When it comes to rising interest rates, there is one bright spot: higher interest rates on your cash. Here are the pros and cons of some ways you can take advantage of that to make your money work harder for you:
810 views |
Oct 11, 2022
Should You Save More For Retirement Or Pay Off Your Mortgage Early?
One of the most common questions we get is whether to put savings toward paying off a mortgage vs. investing more for retirement. This question is tricky because the answer can vary depending on which stage of life you’re in.
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