Category Archives: Articles That Could Change Your Life
Living with a 4% Return
Investors who expect less than half the S&P’s historic return had better save more. Since when does 4% seem like an outrageous rate of return? At a recent financial workshop we held about retirement readiness, everyone wanted to know, “Am I on track to retire, how far off am I and can I get back [...]
This Week in Financial Literacy (March 5, 2010)
Time to get back to basics. Here’s a good article that describes How To Design Your Own Financial Literacy Curriculum. As the author of the article states, this is one topic that student’s won’t feel compelled to ask, “when are we ever going to need to use this?” The United Way of San Antonio and [...]
Getting Married? Just Married? It’s a Perfect Time for Some Financial Education
Whether you’re getting married soon or just tied the knot, have you thought about how your finances and your taxes will change? I had heard about the “marriage penalty” but didn’t really understand what it was all about. Luckily for me, I’m surrounded by financial planners all day and my father-in-law is an accountant so [...]
Sharing as Part of Your Financial Toolkit
Blogger Ed Mayo, made what I thought was a very intriguing statement in a recent post. There is a growing body of ‘financial literacy’ work and effort at present on teaching children to spend and save, indeed often industry sponsored. But in terms of financial values, what tends to be missed out is the vital third ‘S’, [...]
Virtual Financial Literacy Library – 100 Free e-books
The internet can be a great resource for all kinds of information and financial literacy is no exception. Here’s a link that offers 100 free e-books and resources to help you become more financially literate. Something you should always ask yourself though, especially when dealing with finances and your money, is “do I trust the [...]