Develop Financial Character

Becoming Thankful: Gratitude with Money

This is the time of year when everyone likes to share what they are thankful for.

Becoming Informed: The History of Money

We all use money almost every day. Maybe you pay with cash or receive a paycheck; maybe you buy something with your credit card or transfer funds electronically to your retirement fund.

Becoming a Shareholder: Stock Splits and Buybacks

You’ve been learning all about investing and money management and you’ve just picked out all the stocks you want to invest your money in. Congratulations! Now one of the companies you’ve chosen throws a curve ball and announces a stock split.   Uh-oh. What does that mean for you? Will it affect your investments? Today [...]

Becoming Effective: Managing Compound Interest

You’re probably familiar with interest. Maybe you’ve had a savings account that accumulates a small amount every month. Or maybe you have a credit card or loan that accumulates a huge amount every month. But do you know that there are different types of interest? And did you know that you can make interest work for you? [...]

Becoming Knowledgeable: Investments and the Economy

You have probably heard the word “economy” discussed in the news. It sounds important, but what does that mean and how does it relate to you and your investments?

Becoming Attentive: Taxes & Brackets

Everyone has heard the saying that nothing is certain except for death and taxes. Both of these are scary things for people. However, by learning a little about taxes, you can make smart decisions to ensure you understand how you can optimize your resources.

Becoming Loan Savvy: Student Loans

Perhaps when you were in college you had to quickly sign for a loan so that you could get in to school.

Becoming Celebrated: Risks in Retirement

  Do you want to retire as early as possible? Or do you love what you do and plan to continue working forever?

Becoming Investment Savvy: Investments 202

This is the follow up to our Investments 101.

Becoming Aware: What is a Fiduciary?

How many people have you seen online talking about money? 5, 10, 100?