Posts by tanner
Put Your Money Where Your Mouth Is
Saving money is one of the top New Years Resolutions every single year. If you’re someone who is motivated by money, like most of us are, it can be effective to “put some money on the line” to ensure that you accomplish the goals that you’ve set out for yourself. A good example of this…
Read More‘Tis the Season…To Review Your Finances
It’s a healthy financial habit to take stock of your financial accounts at least once per year. This means going over your emergency fund, credit card debts, savings, retirement, and other investment accounts. Are you on track? Can you do a bit better? If you can carve out some time in the midst of all…
Read MoreHackers and Fraudsters and Scammers, Oh My!
Hackers are becoming far more sophisticated, it seems like. The threat of someone gaining access to your online accounts and posing as you is a very serious one. While we can’t necessarily outsmart these crooks, we can make it more difficult for them to hack into our accounts and wreak havoc on our lives. This…
Read MoreHoney Do!
Written by Rebecca Feeley A friend just told me about an online application called “Honey” that searches the far and wide corners of the internet for discount codes on items that you were going to purchase regardless. Of course I needed to know what it was all about, so I downloaded the browser extension and…
Read MoreAutomated Savings for Long Term Goals
Written by Rebecca Feeley Automating your savings for long term savings goals is the most effective way to save. It leaves no room for forgetting. And it leaves no room for changing your mind. The key is to do it in increments and at a frequency that doesn’t “hurt” too bad. A good example of…
Read MoreThe Astronomical Cost of Elder Care
The average age of death has shot from 68 to 79 between 1950 and today. As you can imagine, that has had a massive impact on the cost of care for the elderly. While it might seem like a good idea to drop out of the workforce to care for our own aging family members,…
Read MoreIt’s Tax Time… Again
Here we are again with April 15 (or 17 this year) quickly closing in on us. Are you clamoring to find receipts? How about digging for confirmation emails of charitable gifts made last year? Re-setting passwords to online financial accounts that you haven’t logged into all year to obtain tax forms? If you had been…
Read MoreSo Much To Be Thankful For
Looking back on the 2017 calendar year, it’s ever so clear that we at Financial Sense have so much to be thankful for, both professionally and personally. First and foremost, we appreciate our incredible clients for their unwaivering trust in us. We work everyday to maintaining the highest standard of care with regard to your…
Read MoreWhy We’re Creating a Will Before Our Baby Arrives
Written by Rebecca Feeley Lately, my husband and I have been attempting to “get our affairs in order” before our first child arrives in December. At the top of our to-do list was hiring an attorney to draft a will for us…shout out to Doug Bayer of Bayer & Black, P.C. for meeting us on…
Read MoreHome Equity as a Retirement Solution
Our most recent regional AADMM chapter meeting consisted of a presentation from American Advisors Group on using home equity as a retirement solution. They stressed that it is a misconception that Home Equity Conversion Mortgages (or reverse mortgages) are for the financially destitute. In fact, according to our speaker, the sweet spot for someone considering…
Read More