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Financial Review: Steps to Assess Your Financial Progress and Set Goals for the Upcoming Year
As 2023 draws to a close, it is time to prepare for 2024. Part of that preparation means assessing your financial progress and setting new goals. Whether setting goals to be completed by the end of the next year or setting up more long-term goals, it is crucial to start planning as soon as possible. Setting your...
10 Ways to Start Living Debt Free
Debt: one of the unavoidable parts of adulthood. According to Experian, one of the three main credit reporting...
7 Financial Myths Keeping You From Success and Security
Many people may not realize it, but there is a strong relationship between psychology and finance. Attitudes about...
Why Financial Education Matters Today
April is National Financial Literacy Month - and we are suggesting some changes. Americans are in need of financial...
Financial Resources That Can Help Bridge the Racial Wealth Gap Right Now
Contrary to what many want to believe, the racial wealth gap is currently widening rather than shrinking, most...
The Importance of Financial Education for Employees
Whether you’re a school district superintendent or one of its newest teachers, the idea of giving and receiving...
Tax Wins From Portfolio Gains
Do you have large unrealized capital gains in your after-tax (non-retirement) portfolio? The question of how to...
How to protect the Ignored: Advice for financially educating employees
Christopher Jamail - Contributor No one likes to be ignored. Not back in high school, and not now by those who...