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Financial Lessons from Famous Dads

Here are some important financial lessons passed down from famous fathers and famous father figures.

4 First Steps to Becoming Financially Savvy, for Financial Literacy Month

April 2, 2023 Balancing Act Years Financial Planning Financial Literacy By Advisor Holly Wanegar

If the thought of managing money and planning out your finances for the future makes you break out in a cold sweat, this post is for you.

How to Start Investing: a Financial Literacy Month Primer for Beginners

April 2, 2023 Balancing Act Years Investing Financial Literacy By Advisor Leisl Cording

Stocks, bonds and ETFs... oh my! If you have no idea where to start, class is officially in session. Welcome to Investing 101.

Women’s Financial History – And The Empowering Future Ahead

March 13, 2023 Balancing Act Years Next Chapter Years Financial Planning Financial Literacy By Advisor Leisl Cording Women

Here's how financial independence – or lack thereof – has played an implicit role in women's history, and how financial empowerment is shaping the lives of women today and in the future.

Who Is Your Financial Mentor?

January 4, 2023 Balancing Act Years Financial Planning Financial Literacy Budgeting

Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.

6 Steps to Empower Your Employees to Financial Wellness

January 4, 2023 Business Owners Business Executives Financial Literacy By Advisor Jim Zahansky

Money is a leading stressor for adults in America. Empowering your employees with financial education and incentives can help reduce that stress (and increase retention).

Data Privacy & Identity Theft: 5 Tips to Protect Yourself

December 31, 2022 Balancing Act Years Next Chapter Years Financial Literacy

It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.

The Best Holiday Deal for Your Budget in 2022

November 7, 2022 Financial Literacy By Advisor Mike Baum Budgeting

Use this guide on how to help stretch your dollar a little further without breaking the bank – it’ll be the best holiday deal you get this year!

Understanding (and Avoiding) the "Money Illusion"

October 3, 2022 Financial Planning Financial Literacy By Advisor Leisl Cording Budgeting

Falling victim to the money illusion can impact your long-term financial success. Here's how to avoid that so you arrive at the reality you’d planned for years from now, instead of coming up far short.

8 Ways to Improve Your Finances By the New Year

December 7, 2021 Financial Literacy By Advisor Jim Zahansky

In terms of your finances, here are 8 things you can do during this last month to help position yourself to go out on an upswing – and set yourself up for a better start to 2022 as well.