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Year end is a great time to get ready for tax season, and tax and financial advisors can be worth their weight in gold by re-engaging their clients on important financial decision-making at this time of year. 656 more words

Financial Education

It seems to sneak up on us every year: the Christmas holiday season. Regardless of how you celebrate, it is a time to reflect, count your blessings, give, and re-evaluate how you will use your precious resources of time and money in the new year. 413 more words

Financial Education

The Poor Need Inspiration. Is There Room for It in Financial Inclusion?

> Posted by John Gitau, CEO, Kenya Financial Education Centre

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Written in 1910, a tiny book, The Science of Getting Rich by Wallace D. 1,129 more words

Center For Financial Inclusion

Wisconsin Saves Fun Tip: Match Expenses to Income for Holiday Budget

The Wisconsin Office of the State Treasurer proudly teams up with WWBIC (Wisconsin’s Womens Business Initiative Corporation) for “Wisconsin Saves Fun Tip.”

As we head into the holiday season, so many people focus on SPENDING rather than SAVING.  76 more words

Financial Education

Small Steps to Health and Wealth - Making Progress Every Day

Welcome Back! Today we’ll discuss the eighth Small Step to Health and Wealth – Making Progress Every Day.

How often have you thought about improving your personal finances, health or exercising more but lose motivation when you think about how much effort it might take to diet or budget your spending? 344 more words

Beyond Design, Behavioral Science for the Pilot and Scale of Product Innovations

> Posted by Alissa Fishbane and Allison Daminger, Ideas42

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What does it take to successfully design, pilot, and scale an effective new financial product or service? 761 more words

Client Focus

Teaching Financial Literacy at a young age

It’s always important to teach your kids about financial literacy.

Dr. Jay Liebowitz from Harrisburg University of Science and Technology sat down with Amy Lutz on Fox43 Morning news about educating your young ones on financing at an early age. 17 more words

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