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Author Archives: DPerry
What Obama’s New Budget Proposal Could Mean For Your Finances
President Obama’s new budget proposal has been getting a lot of attention lately for a combination of tax increases and spending cuts designed to help reduce the federal budget deficit…
Posted in Featured on Forbes
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The Importance of Financial Literacy
Studies by the Global Center for Financial Literacy define the term as “a set of basic concepts that sit at the heart of financial decisionmaking, which include: numeracy and an understanding of interest rates and interest compounding; an understanding of [Read more...]
Posted in Press
Tagged financial education, financial finesse, financial wellness, wellness programs
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US financial wellness levels slightly down
US employees’ financial wellness declined slightly in 2012, with lower income employees, women, and Gen Xers getting hit the hardest, according to an annual study on employee financial issues from Financial Finesse…
The Biggest Threat To Your Biggest Asset
If I were to ask you what your most valuable financial asset is, what would you say? Your home? Your 401(k)? For most people, it would be their ability to earn a living…
Posted in Featured on Forbes
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10 Things Every College Grad Needs to Know About Money
Mary Morrison, who has taught a personal finance class to Stanford University seniors for 14 years, has seen it all, like the young woman who thought “paid vacation” meant the boss would pay for all her travel and leisure activities, [Read more...]
Posted in Featured on Forbes
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7 Questions To Test Your Financial Literacy
Did you know that April is Financial Literacy Month? With taxes fresh on your mind and spring cleaning in the air, it’s as good a time as any to brush up on your financial literacy…
Posted in Featured on Forbes
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Smart Money Anticipates Emergencies
Homeowners don’t always like surprises, especially at this time of year. Spring storms, flooding, winter-damaged roofs, heaved driveways… can all mean money to real estate owners…
Posted in Press
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What A Life Insurance Calculator Can’t Tell You
With Easter approaching, it’s as good a time as any to start thinking about our mortality. According to JD Power and Associates, ownership of life insurance policies has been declining over the last couple of decades, leaving 50 million Americans [Read more...]
Survey: Finance-induced stress among employees holds steady
The number of employees who reported experiencing high levels of financial stress in 2012 held steady, according to new research…
10 Ways to Get Cash When Life Happens
You’ve probably heard a lot about the importance of putting money into emergency savings, 401(k) plans, IRAs, and education savings accounts, but what about taking money out of these accounts?
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