- Thomas M.
- Thursday, April 25
For Financial Literacy Month, I have hosted a number of workshops with young adults, working adults, and retired adults. Everyone's financial situation is unique, but there have been some common topics among all of them. Have a look at the rules of thumb and links to related resources in the slideshow below.
In her book Rich AF, Vivian Tu talks about the culture of secrecy and silence around money… except when it comes to the rich. As a Wall Street trader, she was invited to some high-end parties, and she was surprised at how often and openly the rich people at these events would talk about how they handle their money. They were not shy about suggesting investing or tax-saving strategies to one another. These conversations are important!
Disclaimer: this information is intended to inform and educate, and it does not represent legally binding advice or endorsement of any specific company or service.