Reflections on the State of Financial Education

I recently participated as a guest on the Next Gen Personal Finance (NGPF) speaker series with Laura Levine, CEO of the Jump$tart Coalition for Perso…

Twelve Tax-Saving and Planning Tips

One week remains to take advantage of 2020 tax-saving opportunities. Now is also a good time to look ahead and make income tax adjustments that will …

A Creative, Consumer-Savvy, COVID-19-Centric Christmas

Many people would agree that 2020 was, perhaps, the most challenging year of their life. This is especially true for those who have experienced illn…

Financial Tips for Three COVID Categories

Virtually every American has been impacted by COVID-19 in at least one way. I recently presented a webinar for Rutgers University employees titled …

Take-Aways from the 2020 AFCPE Symposium

I recently attended the 2020 Association for Financial Counseling and Planning Education (AFCPE) virtual symposium. Below are ten “nuggets” that I …