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2020 Tax Season: What You Need to Know

2020 Tax Season: What You Need to Know

Tax season begins this year on Monday, January 27, 2020. This is the first day that the IRS will start accepting and processing 2019 tax year forms. The Military Families Learning Network personal finance...

The SECURE Act: What You Need to Know

The SECURE Act: What You Need to Know

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted as part of a year-end budget appropriations bill that passed the U.S. Senate on December 19, 2019. It was subsequently signed by...

Trends in Personal Finance: 2019

Trends in Personal Finance: 2019

I recently attended a webinarabout 2019 trends in personal finance sponsored by Next Gen Personal Finance (NGPF) and presented a webinar of my own. Below are five 2019 statistics and trends that caught my...

My Take-Aways from the 2019 NJCFE Symposium

My Take-Aways from the 2019 NJCFE Symposium

I recently attended the 2019 New Jersey Coalition for Financial Education (NJCFE) Symposium. Below are some key take-aways about personal finance topics and financial education: ¨     Financial author Beth Kobliner recommended that parents have...

My Take-Aways from the 2019 AFCPE Symposium

My Take-Aways from the 2019 AFCPE Symposium

I recently attended the 2019 Association for Financial Counseling and Planning Education Symposium. Below are some key take-aways about personal finance topics and financial education: ¨     FINRA has a useful online calculator to determine...

A Personal Finance Gratitude List

A Personal Finance Gratitude List

On Thanksgiving Day, people express gratitude for good things in their lives including family members, friends, financial security, and good health. It is also a great time to reflect on positive trends in the...

What is a Stock Market Index?

What is a Stock Market Index?

Earlier this week, I taught my Rutgers Personal Finance class about stocks, stock indexes, and index funds. You have probably heard the Dow Jones Industrial Average (a.k.a., “the Dow”) index reported during evening news...