Financial Literacy Blog Blog
Our latest posts on financial literacy. Helping households manage their finances with ease and confidence.
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- June 30, 2023
- by Michael
IRS Tax Code Updates 2023
You might want to check if your income puts you on a bubble where a tax credit that is valuable to you phases out, or a tax hike phases in Figures have been updated for the 2023 tax year. Yeah this is pretty boring stuff however it could be worth thousands...
- June 30, 2023
- by Michael
IRS Tax Code Updates 2023
You might want to check if your income puts you on a bubble where a tax credit that is valuable to you phases out, or a tax hike phases in Figures have been updated for …
- June 27, 2023
- by Angela
7 Mistakes Investors Make to Nope Out Of
7 common investing mistakes explained: comparing yourself to others, being emotional, timing the market, ignoring cashflow, not rolling over employer 401k, missing employer matches, not contributing!
- May 22, 2023
- by Angela
Bartering: And Old but Good Financial Strategy
Barter is the exchange of goods and services without using money. It has been around since 6000 B.C. but still has its place in society today. One huge advantage is there are no taxes on …
- April 10, 2023
- by Angela
Financial Mistakes People Make (And How to Avoid)
Can people make ridiculous financial mistakes? Of course, it is a daily occurrence all across the world. Some of these can actually look pretty funny to those who have mastered their personal finances.
- December 21, 2022
- by Michael
5 Reasons to Consider a Hire Purchase for Your Business
If you have a comprehensive business plan but lack the finances to acquire high-quality equipment to execute it, opting for a hire purchase / rent-to-own scheme can be a solid solution.
- November 8, 2022
- by Angela
Investing - What Works and What Fails
One way to lose a bunch of money is to invest in just one thing, hoping to make a big profit in a short amount of time. The secret to investing is to spread it …
- October 9, 2022
- by Michael
US Treasuries for Individual Investors
US Treasuries can sometimes offer a better rate of return vs conventional CDs or money market funds. Here is how they work.
- September 20, 2022
- by Angela
Bonds vs CDs - Fixed Income Investing
When it comes to investing in Bonds or CDs there are a few things to consider. Both are fixed income investment vehicles with relatively low risk but there are important differences.
- August 28, 2022
- by Angela
Stocks vs Bonds: Similarities & Risks
I believe many don’t know the difference between stocks and bonds. What are stocks? What are bonds? What are the risks when investing in them? You will get answers to these and some other questions …
- August 19, 2022
- by Angela
Bank Statements - How and Why To Read Yours
Do you think banks are always 100% accurate when handling your money? With many thousands of clients and millions of transactions, the answer is they can’t possibly be perfect all the time. That is why …
- July 23, 2022
- by Angela
How Much Money Is Needed to Start a Business?
Many people think how nice it would be to have their own business. The first step is to determine how much money it takes to get the business off the ground.
- June 16, 2022
- by Michael
Index Investing vs Dividend Investing
In this post we’ll consider two types of investing strategies. Dividend investing and index investing. While they are both part of a long term investment strategy there are some important differences.
- May 28, 2022
- by Angela
Stocks vs Mutual Funds
Stocks and mutual funds are popular ways of investing in the pursuit of gaining wealth. Which investment is riskier? Which investment is safer? What is meant by mutual funds? These and other questions will be …
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