Did you know April is Financial Literacy Month? The Jump$tart Coalition for Personal Financial Literacy began promoting Financial Literacy Month back in 2000 in an effort to highlight the importance of teaching more Americans about money matters. The U.S. government officially recognized April as Financial Literacy Month in 2004. But why? Do we really need financial education and … [Read more...] about Ready to Raise Awareness and Encourage Financial Literacy?
Life and Money
Financial Goals and Habits for the New Year!
Happy New Year! The start of a new year is a great time to take a look at your financial life and do some assessing. Getting out of debt and saving money often top the list of most popular New Year’s resolutions, but this year, I challenge you to create better habits. Examine your bank account, retirement accounts, credit card statements, monthly payments and debt load and write down three … [Read more...] about Financial Goals and Habits for the New Year!
The Dramatic Adventure of My New Car Purchase
I have some sad news to report: my beloved, Carla, has died unexpectedly. No, Carla, was not my grandmother, she was my 1997 Toyota Corolla with 218,800 miles on her. She is the infamous car that was the subject of my post on Why I’ll Never Buy a New Car that I wrote back in 2012. Our History Together Carla and I have been together since the summer before my senior year of high school. She was … [Read more...] about The Dramatic Adventure of My New Car Purchase
Tax Tips for Millennials
Taxes are not the most exciting thing in the world, so I thought I’d start with this short video on Cats Doing Taxes from one of my favorite non-profits AccountAbility Minnesota. (BTW: if you search for “funny tax videos” on YouTube, the results stink. Note to CPAs everywhere: please make a funny tax video that I can insert in my blog posts on tax tips). Tax planning is a really … [Read more...] about Tax Tips for Millennials
5 Steps To Organize Your Financial Life
Just because I’m a financial planner doesn’t mean I’ve checked off all the items on my own financial to-do list! I’ve been feeling a bit overwhelmed by the mounting businesses and personal financial tasks that I have on my plate — and I decided that if I’m feeling this way, maybe my readers are too. Here’s what I do when I’m feeling overwhelmed by financial tasks and don’t know where to … [Read more...] about 5 Steps To Organize Your Financial Life