
We’re Flunking Out of Financial Literacy 101
Financial literacy and success are tightly interrelated—not because success is equated with having a big pile of money (which for some people it is)—but because financial literacy is an enabler for living the life you want to lead. A life in which you can live your purpose and pursue a vision for your future that aligns with a one-size-fits-you definition of success.
Taxes and Personal Planning
Put plainly, there’s no better time than the present to invest time developing and/or refining your personal plan. You’re already sifting through financial records and creating a semblance of order from the chaos of a year’s worth of economic activity—why not take the opportunity to build your plan when your financial position is top of mind?