Helping you Manage the Financial Details of Your Life



Tag Archives: Financial Literacy

Addressing the Human Side of Money: Financial Therapy

Financial therapy is a new and growing area of financial assistance. Whereas financial advisors and financial planners consult on how to invest, protect and grow money, financial therapists address the more human side of personal finances. They help clients work on the underlying emotional issues that keep them trapped in money struggles, be it overspending, […]

Financial Software for Teenagers? I Say Yes!

Considering I am a daily money manager, it won’t surprise you that teaching my daughter money skills is a high priority on my parenting to-do list. From an early age, my husband and I gave Gabrielle a weekly allowance. The purpose of the allowance, in addition to giving her pocket money, was to provide an […]

Seven Sure Fire Tips for Financial Peace of Mind

A new year and a fresh start is upon us. Now is a good time to get your financial organization in shape. Here are seven tips to bring you peace of mind 1.Fashion a filing system. It doesn’t matter whether you use a filing cabinet, an electronic system or both. The point is to organize […]

Help Others Help You: Prepare an Inventory

When I opened the door to my client’s apartment, knew I was in for a treasure hunt. Tim was a new client, and I needed to quickly understand his legal and financial situation. He was in a nursing home and unable to communicate. I spent hours looking through his papers for clues. Many of us […]

3 Tips to Teach Your Kids About Money

Kids need to know how money works in the world. By the time they are adults, they will need to understand how to earn money, manage money, save money, invest money, and donate money. How do you teach your children about money? These three techniques have been successful for my family: 1. Give a weekly […]

Are You Financially Literate? Take the Quiz

April is National Financial Literacy Month! In 2004, the United States Senate designated April as National Financial Literacy Month in an effort to highlight the importance of financial literacy and to teach Americans how to establish and maintain healthy financial habits. To recognize this month, you can test your knowledge with a (very) short quiz […]

How Do You Grade Yourself?

A 2013 survey of U.S. Adults conducted by the National Foundation for Credit Counseling found  40% of adults give themselves a grade of C, D, or F on their knowledge of personal finance. The survey also found that 43% of adults (an estimate of 100 million people) are worried about having insufficient savings. This quote […]