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Financial Literacy

Financial Literacy

| August 21, 2018

People who know me and my background know how much I am committed to solid education.  By way of reminder, prior to entering the financial services profession I was a high school science teacher.  Since the 1980s, I have taught numerous courses on finance, financial planning, and at one point was an adjunct professor of Finance at Wright State University.

Personally, I am committed to financial literacy.  As a firm, we are committed to financial literacy.  It is not that I enjoy teaching and am casting about for something to talk about.  Financial literacy is a stake in the ground for me; it is a central core of our mission and philosophy.

There is a plethora of material on our website that covers the gamut of financial topics.  Go to our website and click the Education tab.  As you can see, there are dozens of articles, videos, and calculators on all manner of subjects.  Of course, one can always Google a topic, but sometimes you don’t get all that you were looking for, and you end up clicking on multiple sites in your search.  When it concerns financial services, you really only need one site – ours!  If you need more in depth information on a topic, we are happy to assist.

Let’s take a moment and look at a recent addition to the Education tab – Tax Resources. Except for IRS agents, this is not a favored topic for many of us.  But look at all that is there – forms, publications, the tax calendar – it even has the tax rate tables for 2018!  Of course, all this is available at the IRS website, but in my opinion, ours is more user-friendly.

How about an example?  Let’s say you want information on annuities.  You can click on the Education tab and go to the Glossary for the definition.  Also, there are several articles about various types of annuities under the Retirement section.   

If you are having trouble finding what you need, please shoot us a quick email and we will help point you in the right direction.  Remember, we really are committed to financial literacy for you.

Until next time, cheers!