Tag Archives: financial security

A Message in a Bottle

The biggest thing that we can all do a little bit better (including financial planners!) is living BELOW our means. Continue reading

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Did Mom Miss Out on this Important Gift?

For mothers everywhere, the gift that keeps on giving beyond Mother’s Day is one of financial security and that is something that can be challenging for people who spend the majority of their time putting the interests of others first. Continue reading

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GUEST BLOG POST: The Course to Financial Success: A Marathon, Not a Sprint

Tweet On Sunday, October 30th, I ran the Marine Corps Marathon in Washington, DC. Call it a “runner’s high,” or chalk it up to trying to distract myself from my painful feet, but I spent much of those five-plus hours … Continue reading

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GUEST BLOG POST: Q&A with Liz Davidson on the Gender Gap in Financial Literacy

Tweet Question: Your research is showing the gender gap in financial knowledge is still prominent. It seems there shouldn’t be a gender gap at all these days. Shouldn’t women and men be pretty equal in their financial knowledge and overall … Continue reading

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