April 24, 2021

Wrong

We teach wrong math for financial success

Bad financial decisions, just like good financial decisions, can compound, making it harder to achieve financial success, yet many students across the U.S. receive too little financial education to understand core financial literacy concepts.

A Junior Achievement survey revealed that 46% of teens said a general lack of understanding of money, investing and the economy negatively impact their ability to be financially successful. And 51% said they don’t believe everyone is presented with equal opportunities to achieve financial success.

Students are worried.

For 16-year-old Jorge Sanchez from Riverview, Florida, lack of student financial literacy leads to worries about preparing for

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Biotech VCs have more money than ever to invest. What could go wrong?

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You’re Asking the Wrong Financial Questions: Here’s How to Fix That

As a financial planner, it’s my job to answer financial questions. From clients to speaking engagements to educational workshops, people ask me a range of questions about personal finance and the best moves to make with their money every single day.

Even though everyone’s financial situation is unique, and people bring different goals, priorities and values to the table (which influences the context of the questions), I do find that there are a few queries that come up over and over. These questions are common across a broad range of people doing the asking … and, interestingly, they are almost

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