Category: Member Access
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Wednesday Workshop: Ways to Track Your Spending
Ways to Track Your Spending Making a budget is a great way to find opportunities to cut spending and save more in the new year, but what if you don’t know how much you should be spending? Before you begin budgeting, we recommend that you track your spending so you understand where your money is…
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Wednesday Workshop: ABLE Accounts, Where to Find Out More
ABLE Accounts, Where to Find Out More… During last week’s Members-only Group Chat, the topic of Able accounts was casually mentioned. In expanding upon this topic further, this week, we took an in-depth look at how to research different Able account options and the process to sign up for an account. We also left time…
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Wednesday Workshop: Tax Documents, What You Need
Tax Documents, What You Need Last week we walked through the process of ordering an accessible credit report in large print, Braille, or audio using the automated telephone service at 1 (877) 332-8228. This week we continued to talk about money moves you can make to kick off 2023 as we talked about taxes. Tax…
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Wednesday Workshop: How To Get An Accessible Credit Report
How to Get an Accessible Credit Report If you want to get financially healthier in 2023, one of the first things you can do is review your credit reports. On this week’s call, we reviewed options for getting your credit reports in accessible formats and demonstrated the process for requesting your credit reports in Braille.…
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Wednesday Workshop: How Time influences your Finances
How does time and the calendar effect your finances? As much of the western world celebrates holidays and approaches the start of a new year, we took time , pun intended, and discussed the ways that the calendar impacts our finances. We also left time to talk about anything you want to talk about. …
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Wednesday Workshop: Dopamine an it’s Effects on Spending
How one brain chemical influences our financial behavior When it comes to shopping, are you out of control? If so, you’re not alone. This week we talked about how a brain chemical called Dopamine is involved in the feelings of pleasure you experience when you shop. we worked together to come up with strategies you…
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Wednesday Workshop: The Total Money Makeover
5Th Wed. Book Discussion The Total Money Makeover You joined us for a discussion about this popular best selling book by Dave Ramsey. We explored what we thought would work and may not work for our unique spin to the market place. We also reserved time to talk about anything else you would like. To…
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Wednesday Workshop: About Gratitude
When do you know you’ve saved enough? Whether you’re planning for retirement or saving for your first home, it’s easy to focus on what you want or need rather than what you have. This week, while much of the United States is taking time off for the Thanksgiving holiday, we took a step back and…
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Wednesday Workshop: About Financial Advisers
Who are Professional Financial Advisors? This month we’ve been talking about advice. We started with how to know whether you’re getting good or bad advice and moved onto what we can do to make sure we’re giving good advice. We’ll continue the conversation this week by talking about professional financial advisors, the professional training they…
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Wednesday Workshop: Techniques to Give Good Advice
Techniques to Give Good Advice Recording for 11/09/2022… As we start to learn more about financial wellness, we inevitably encounter many well-meaning people who want to share their advice. Last week’s call was all about how to know whether the advice you’re receiving is good or bad advice. We continued the discussion this week and…