Combining Tech and Personal Experience to Educate Children in Financial Literacy

While it’s nice to set aside time to ramp up financial literacy efforts, this is an ongoing issue in our country which spans the gamut of ages from adults nearing or in retirement all the way down to our children. Beyond focusing on a month of events and articles, here are some thoughts on what we can do to improve financial literacy all year-round.

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The Triple Threat Of Tax Returns, Tech And Financial Planning

For most of us, tax time means one thing – filing our returns accurately by that dreaded April deadline. However, tax season should also be viewed as an opportunity to review and update your financial plan. In fact, if we pay attention to our taxes year-round, perhaps we’ll find ourselves actually looking forward to tax season and the returns it may bring.

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Finding Satisfaction at the Office During the Holidays

Perhaps it’s the notion of having something to look forward to every few months after you’ve had your share of 90-degree days or below-zero nights, or maybe it’s the odd sense of comfort found in natural change. Whatever it may be, I’m fortunate for the decades of distinct seasons I experienced growing up in New England and the continued opportunity to do so now living in the Philadelphia area.

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