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Financial Literacy

The knowledge of properly making decisions pertaining to certain personal finance areas like real estate, insurance, investing, saving (especially for college), tax planning and retirement.

The Pros and Cons of Using a Robot as an Investment Adviser” 20160429 NYT
It is important to understand the services offered and the limitations compared to your needs and expectations.

Rethinking Money, Not as Good or Bad but as a Tool” 20150217 NYT

The Smart Way To Teach Children About Money” 20150202 WSJ
We need to do a better job of teaching our children about financial matters


Controlling Your emotions When Deciding What’s Affordable” 20141202 WSJ
What we can afford is not dependant on how much money is in the bank.  We need to align our spending with what we want in the future.

Picking the Right Mortgage” 20140704YSJ
A summary of currently available mortgage alternatives.

“Buffett’s 7 Best Books for Investors:2013” 20131218TA

Teach Your Children Well: Basic Financial Education 2013 March

SEC issues bulletin to educate investors about Exchange Traded Funds (ETFs)

“Parents failing to educate children about money” 20120809JoA

“Financial literacy must be taught in our schools” 20110726MW
This is an understatement!

“Pursuit of a Financial Advisor-Field Guide”
Provides guidance on finding an objective financial advisor.

2010 – 2011 Estate Planning Key Numbers

2010 – 2011 Retirement Planning Key Numbers

2010 – 2011 Income Tax Key Numbers

“How to Get Financially Fit in the New Year” 20101219WSJ
If the idea of financial planning sounds burdensome, this article outlines some steps that can be spread out over the year. If you take this approach, think how the current steps impact the steps you took earlier in the year.

“What You Need To Know: New Credit Card Rules” starting February 22, 2010

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