Send Me Your Questions
Do you have a topic or question you would like covered in a future blog? Please describe it here. It is my goal to help you understand the financial world. There is no subject that is too basic.
I also welcome your feedback on my website, blogs, and book.
If you desire personal financial advice, please visit www.letsmakeaplan.org to find an advisor in your area who is a fiduciary.
Let's Talk
Do you feel lost and overwhelmed by the language of investments? Are you at a loss where to start? Does financial news make you fearful? I understand.
Bev's Basics
A HOLIDAY GIFT FOR EVERYONE – FORGIVENESS
Forgiveness means different things to different people. In general, it means to stop feeling angry or resentful toward someone for an offense, flaw, or mistake. It is an intentional decision and is a commitment to change those feelings ….. and it takes practice and sometimes it takes time. Wherever you live, whatever religion you observe […]
FINANCIAL LITERACY ASSESSMENT #2
In a previous blog, I shared a three-question financial literacy assessment that is used widely in the United States and in many other countries as well. It was developed over 20 years ago by two college professors, Lusardi and Mitchell. The questions cover the concepts of compound interest, inflation, and risk diversification. I promised a […]
DO YOU CONSIDER YOURSELF FINANCIALLY LITERATE?
What thought immediately comes to your mind when you read this question? Maybe it’s – “Are you kidding, I don’t have a clue!” Maybe it’s – “My plan may need some tweaks, but I am confident I’ll be fine.” Perhaps you are one of those people who believe in living day to day, and the […]
Send me your questions
It is my goal to help you understand the financial world. There is no question that is too basic or simple.