Tag Archives: finance 101
Would You Pass This 8-Question Money Quiz?
If I told you there is an eight-question quiz that tested your financial knowledge, how do you think you would score? According to a recent study from the TIAA Institute and the Global Financial Literacy Excellence Center (GFLEC), only 5%…
Your New Year Financial Checklist
Now is a natural time for reflection. Use this New Year Financial Checklist to ensure the key parts of your financial plan stay aligned with your life and goals.
Kids & Money – Allowance
By: Mary E. McCraw, CFP® Teaching basic financial concepts early can minimize common but costly financial mistakes kids often make when they leave home. Mistakes happen, but a mistake with a $200 clothing allowance is not nearly as devastating as…
Kids & Money – Preparing For Baby
By: Mary E. McCraw, CFP® I am in the phase of life where it seems like everyone I know is having babies. Organizing your financial life in the midst of showers and preparing for maternity leave can feel daunting. Yet,…