Financial Literacy

Chickens and Ducks: Financial Ponderings of a Traveler

February 9, 2012

When we travel, we tend to notice things in the context of our lives. Here are some examples: My boyfriend is in the carpet repair niche, so everywhere we go, he looks for, and critiques, carpet installations and notices carpet that needs to be fixed. If you’re in the bakery business, you spot bakeries and [...]

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Is Financial Literacy a Joke? The Ultimate Financial Education Question

February 6, 2012

This may be the shortest blog I’ve ever written. It consists of one very deep, very enlightened question, based on over 10 years of experience in the ‘industry’ of financial education. Riddle us this one, Bat Man… “Why do public and private schools, all across America, purchase millions of dollars of textbooks and curriculum for [...]

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Financial Planning Musts for The Perfect Vacation

February 2, 2012

There you are, in unfamiliar territory (US or abroad), frustrated by the fact that the credit or debit card you had planned on using isn’t going through at a local restaurant or hotel. Now what do you do? The one thing you do NOT want to have trouble with while traveling, especially out of the [...]

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Financial Literacy: The Missing Pieces

January 5, 2012

A Financially Literate Society – The Five Critical Missing Pieces If it’s one thing most of us adults are painfully aware of, it’s that we weren’t taught how to manage or invest our money when we were young so that we could live independent, financially free lives as adults. We went to school ‘assuming’ we [...]

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Humans and Money…Then, Now and Always

December 15, 2011

I find it absolutely amusing that so many financial planners, financial newsletters writers and money magazines editors continue to tell people they just need to start saving more money, thinking this will actually have an affect on their behavior. As you probably have already guessed, this approach doesn’t work very well. I know this is [...]

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Financial Complications – Choose them wisely.

December 8, 2011

What I have noticed most in the past ten years of being entrenched in this financial literacy business (and it is a business even though there there’s more passion than profit in it…more on that later), is that human beings tend to make their lives complicated. Most of these ‘complications’ take money and I have [...]

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Teachable Money Moments with Kids

November 17, 2011

When it comes to money, my son knows all about swiping debit and credit cards. He’s really good at spending money, both his and mine! When it comes to the finer points of saving, banking, and managing, however, he’s got some room to grow. (Having a financial education advocate for a mom is no guarantee, [...]

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Good Advice About Your Wallet

November 11, 2011

Author: Mr. or Ms. Anonymous Attorney I got this in an email today and it’s good information from an attorney. Even If you dislike attorneys, you will love them for these tips. Read this and make a copy for your files in case you need to refer to it someday. Maybe we should all take some [...]

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Stop, Read and Clarify…How to Avoid Costly Mistakes

October 7, 2011

Have you ever made a mistake that cost you money? Lots of money? And when you thought back over how it happened, you realized it was simply a lack of attention to detail on your part? Of course you have. We all have. I know I have, and recently I might add. It started out [...]

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“Make it cash for me!” in the Cash versus Credit Question

September 30, 2011

by Paul Richard – ICFE PresidentSan Diego, CA – A growing number of merchants won’t accept cash anymore, including many airlines, which insist you pay by credit card if you want to buy a drink or a sandwich on board. There are also news reports that the U.S. Treasury is printing fewer dollars, as American [...]

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