OUR STORY

FINANCIAL EDUCATION FROM 2 TO 99

FStart your road to financial independence at any age! It is our belief that financial education should start when children are young and continue throughout life. “Financial independence for children, teens, and adults” is a series of short books focused on a specific age group or life event. Topics include teaching your child or teen about money, raising children to be money smart, what adults need to know to become financially competent and confident, how women can overcome common barriers to financial independence, blending financial priorities and spending habits as a couple, preparing for and living in retirement and more. You will become educated in creating financial plans, budgeting, managing credit, setting up accounts, planning for retirement, and investing.

Raising Financially Independent Children

Aimed at parents

Strategies for each stage of your child’s development

Broad age-range from two through twenty

Incorporates finances into child’s everyday life

Story-based and full of examples

Our most comprehensive offering

Empowers your child to make smart money decisions

Discusses value driven allowance

Shows how children can learn to budget

Great gift for new parents

Financially Independent Teens

Aimed at parents and teens.

College, vocational school, and career options

Decision-making based on comparisons of college costs

Preparation for living independently

Detailed student loan section

Information on how to pay for college

Investing for teens

Story-based and full of examples

Helps your child prepare for college by learning budgeting methods

Financial Independence Essentials

Aimed at adults

Concise overview of sound financial practices

Includes basics of everyday personal finances

Discusses legal documents such as powers-of-attorney, wills, and trusts

How to maintain good credit

Differences between stocks, bonds, mutual funds, and ETFs

Financial Essentials for Couples

Aimed at couples

Create shared financial goals and values

Budgets for couples

Build your shared and independent credit score

Determine your investment risk tolerance

Understand joint and separate property

Decide whether to sign a prenuptial or cohabitation agreement

Set up retirement, joint and individual accounts

Financial Essentials for Women by Women

Recognize the need for financial independence

Overcome subtle and overt barriers to financial competence

Identify financial goals and values

Create a budget

Build your credit score

Determine your investment risk tolerance

Prepare for retirement

Understand the value of home ownership

Become a financial role model for your daughters

Budgeting for Women by Women

Set up a budget that works for you

Identify essential, important, and optional spending

Use examples and stories for education and motivation

Recognize the need for financial independence

Overcome subtle and overt barriers to financial competence

Identify financial goals

Become a financial role model for your daughters

Investing for Financial Independence

Gain confidence and competence to invest

Understand where to set up accounts

Determine your investment risk tolerance

Invest using exchange-traded funds

Plan for retirement

Take advantage of your company’s retirement plan

Understand Roth and traditional IRAs

Use compound investing to accelerate financial returns

Become a financial role model for your children

Retirement Guidebook

Maximize Social Security benefits

Understand and optimize Medicare choices

Update or create your retirement budget

Align investments to your retirement risk profile

Plan how to cover large, expected or unexpected expenses

Understand how taxes affect Medicare costs and more

Check if a Roth conversion is valuable