Blog

My Work: Working with consumers across the state of South Dakota to manage their resources by providing programs that develop knowledge and skills. My Roots: I have lived and working in South Dakota most of my life. My Passion: My family, my health and challenging myself to try new things My Favorite Quote: “You...

April 15, 2018

My Work: I improve people's financial capability with research-based knowledge. Personal finance educator, researcher, and author of 5 books and 160+ journal articles. Skilled in social media, public speaking, and content creation/review. My Roots: Lived in New Jersey for 40 years (1978-2018); planning to move to Florida in 2020. My Passion: Gaining new...

April 14, 2018

My Work: Virtual Fee-Only Financial Planner My Roots: Half Rocky Mountain suburbian, half Okinawan islander My Passion: I provide financial planning to people who are like me: those who want to raise a family without sacrificing their bucket list items. I empower my clients to align their money with their personal values, invest...

April 13, 2018

My Work: Financial counseling, financial coaching, teaching, reporting, program management for low-moderate income program participants My Roots: Born and raised in Vermont, daughter of teachers, granddaughter of immigrant steel workers My Passion: I work to help low income folks better their financial futures and end the cycle of poverty My Hero: President Barack Obama...

April 12, 2018

My Work: Educate youth and adults about money management using research-based personal finance tools to prepare them for life after school and life after work. My Roots:  Rural Missouri, born and raised! My Passion(s): Family, finance and adventuring in the outdoors My Hero: Geraldine Weiss, “The Grand Dame of Dividends” My Favorite Quote: “The most...

April 11, 2018

My Work: Virtual Financial Coaching My Roots: I started out as a Real Estate Broker over 20 years ago My Passion: Educating and empowering young adults and helping them navigate through their finances My Hero/Mentor: Tiffany Aliche a.k.a. The Budgetnista My Favorite Quote: Don't judge each day by the harvest that you reap, but by...

April 10, 2018

My Work: Consumer Behavior Researcher My Roots: Hermitage, Pennsylvania My Passion: Educating students to be our future business leaders, researching interesting topics by applying theory to practice, and making a positive impact on my community. My Hero: My sister, Heather Blair. Family is very important to me. I appreciate all of the support Heather...

April 09, 2018

My Work: Inspiring folks to take the Accredited Financial Counsellor Canada Course My Roots: I have been in the Credit Counselling world for over 13 years. Working with clients in financial crisis and those that just wanted some simple tips to manage their funds better. My new gig in the above position is...

April 08, 2018

My Work: Credit Bureau Counseling, Establishing Credit & Financial Education My Roots: In Louisiana where I’ve spent over 20 years working for Consumer Credit Counseling/Money Management International. My Passion: Helping my clients reach their goals, become homeowners, obtain their first credit card…I love my job! My Hero: My husband My Favorite Quote: “I follow three...

April 07, 2018

My Work: Providing financial literacy and health insurance literacy programs to the residents of Western Maryland. My Roots: Western Maryland, Northern West Virginia My Passion: I enjoy helping others, learning about finance, and outdoors. My Hero: Father, followed closely by Spiderman My Favorite Quote: “Excuses don’t bring Championships” Hal Grau My Favorite Personal Finance Resources:  MoneySmart...

April 06, 2018

My Work: Providing personal financial guidance to individuals and couples My Roots: I am the 3rd generation of my mother's family to be born and raised in San Francisco, California. My Passion: Helping people understand that their past doesn't need to represent their future My Hero: Bernie Sanders My Favorite Quote: "I have been absolutely...

April 05, 2018

My Work: Providing financial education, coaching and credit counseling services to clients who are focused on building wealth. I also educate children and young adults regarding personal finance and preparation for adulthood. My Roots: Raleigh, NC My Passion: Providing my community with the knowledge needed to increase their credit scores, reduce debt and build wealth....

April 04, 2018