Most of us are not taught at home or school about planning for our future and why it’s important to have current financial, estate and gift plans to protect ourselves and our families.
We have a collection of serious problems resulting in a high percentage of poverty. Moreover, we have a lack of financial awareness resulting in a serious financial illiteracy epidemic. This places a HUGE growing amount of pressure on families and friends, employers, nonprofits; as well as the ultimate safety net the government. This is not just a local epidemic it’s an international one.
Earning and building personal wealth and managing personal finances today are more complicated and more important than ever. We’re living longer and need to earn more, save more, and invest more wisely to build financial resources to care for ourselves and families. Many of us are insecure with our work and the future of our homes. We see our money being drained by the high cost of food and water, healthcare, housing, education, and taxes while dealing with the uncertainty of investments in our local and global economy.
We worry about the future, or unfortunately in many cases, simply try not to think about it.
Most of us are not taught the essential principles to smart money management – the foundation to personal finance knowledge – at home or in school. Thus, we don’t have the proper tools to address everyday money decisions in an informed manner. This jeopardizes our financial and physical wellness, our ability to realistically achieve and maintain our personal and family financial dreams, let alone enjoy a financially secure debt free future.
The following is our Gift to YOU of Personal Finance Knowledge to you
Managing your personal finances today is more complex—and more important—than ever. To help determine your personal financial awareness and financial literacy answer the following ‘Yes’ & ‘No’ questions. Then total your ‘Yes’ answers below, turn the page and see how you did.
How did you do?
If you didn’t score well, not to worry as we will be sharing the knowledge needed to ace it next time!!!
Key Financial Literacy Definitions
Financial Planning is a Lifelong Process
a lifelong process;
That’s why The FA Infinity Lifelong Learning Symbol is illustrated as an “infinity” sign, representing a continuous cycle. Once you’ve addressed the elements of Getting Organized and Financial Planning and learned the secrets and essential principles of smart money – the foundation to personal finance knowledge – it’s simply a matter of reviewing them regularly and updating areas that require attention.
Staying Organized & Planning Wisely are Keys to Financial Success
Short of winning the lottery or inheriting millions, few people attain and maintain financial success and security without forethought, a strategy, and ongoing management. Learn this powerful simple process to make better everyday money decisions so you have the best chance of watching your personal and family dreams become a reality.
Below you will find a sampling of Improving Financial Awareness & Financial Literacy tools, content, articles and publications for:
- You & Your Family – to better manage and build wealth for a better life
- Financial Advisors & Financial Product Providers, & their Organizations, such as attorneys, accountants, bankers, trust officers and private fiduciaries, realtors, insurance brokers and agents, investment brokers and agents, wealth managers, financial advisors, benefit by acquiring new business from more informed and motivated clients
- Government Officials, Employers & Association Leaders – to help solve a major social challenge revolving around the Lack of Financial Awareness along with the Financial Illiteracy Epidemic while growing the economy and reducing social welfare costs.
- Universities & Colleges –to help them financially educate students, faculty and staff, and alumni, to make lifelong informed money decisions so they are less financially stressed, more productive at work, and live out enjoyable successful lives. This will also lead to them being more philanthropic with increased donations, planned gifts, and bequests to their schools and other worthy causes.
We believe that EVERYONE needs to be financially aware and financially literate to make better informed everyday money decisions. If not, how are you going to have any chance to
- Make wiser informed lifelong money decisions?
- Live a quality life without outliving their wealth?
- Watch personal / family dreams become a reality.
- Enjoy a financially secure debt-free future?
- Work more efficiently with financial professionals & product providers to get the best results from time & money?
- Get and keep their financial house in order by having current financial, estate and gift plans?
- Pass on your values, knowledge and assets to future generations, and your charitable causes, to help make this a better world?
- Have the highest probability of reaching and maintaining your family dreams while living a financially successful life?
Below is your FREE copy of TFAF Personal Finance Publication Set – that includes smart money secrets and the essential principles to smart money management – the foundation to personal finance knowledge – while providing you with a systematic approach to managing your finances over your lifetime.
This will be followed by a collection of videos, articles and other tools all based around The FA Infinity Lifelong Learning Symbol and the essential principles to smart money management.
In the spirit of improving financial awareness and financial literacy you are welcome to share this with your family and friends and colleagues.
If you are a financial service professional or financial service provider the following materials are great tool to use with your clients, and for in house staff training.
Ask us for more information.
Here’s your FREE copy of TFAF Personal Finance Publication Set – that includes smart money secrets and the essential principles to smart money management – the foundation to personal finance knowledge – while providing you with a systematic approach to managing your finances over your lifetime.
This will be followed by a collection of videos, articles and other tools all based around The FA Infinity Lifelong Learning Symbol and the essential principles to smart money management.
Your financial PARTNER Overview – Essential Principles to Smart Personal Financial Management
Identifies the essential principles of smart personal financial management and common mistakes to avoid, as well as an overview of the Your financial PARTNER System.
Date Written 2024
Your financial PARTNER Guidebook
Be more confident about your financial future! A ‘Life Changing’ Book that is a complete personal financial management system which is a clear step by step process designed to help organize your financial affairs and learn the essential principles of smart financial management to help make your dreams a reality.
Date Written 2024
Your Estate & Gift Planning Organizer
All the tools you need to better organize, plan and manage your estate plan. Organizing financial information is challenging for most of us. Your Estate Planning Organizer streamlines the estate and gift planning process, helping you prepare and manage your estate and gift plan in a quick and easy manner saving you time and money.
Date Written 2024
Financial Tidbits in 2 Minutes
Our series of bite sized video financial presentations focuses on how to get and stay financially organized and how to successfully financially plan for our future
In the spirit of improving financial awareness and financial literacy you are welcome to share this with your family and friends and colleagues. These special empowerment tools are designed to help the reader
- Make wiser informed lifelong money decisions
- Live a quality life without outliving their wealth
- Watch personal / family dreams become a reality
- Enjoy a financially secure debt free future
- Work more efficiently with financial professionals & product providers to get the best results from time & money
- Get and keep their financial house in order by having a current financial, estate and gift plans
- Pass on your values, knowledge and assets to future generations, and your charitable causes, to help make this a better world
- Have the highest probability to reach and maintain your family dreams while you live out a financially successful life.
12 Month Financial Fitness Calendar
Personal finance doesn’t have to be daunting or overwhelming; try the TFAF-12 Month Financial Fitness Plan This can be used in a similar way at the Questions to Ponder noted above. In the spirit of improving financial awareness and financial literacy you are welcome to put this on your own letter head.
Date written: 2023
#1 – System Overview
Organization & Planning are YOUR KEYS to Financial Success
Managing personal finances today is more complicated and more important than ever. We’re living longer, but saving proportionately less. Scores of us feel less secure in our jobs and homes than we did in the past. We see our money being drained by the high cost of housing, taxes, education, healthcare, etc.
Date written: 2023
#2 – Getting Organized
Getting Organized: Time to Get YOUR Financial House In Order
Getting and keeping your financial house in order is an important ongoing household task, but in these changing financial times it’s particularly important. With all the financial uncertainties you want your important paperwork and digital files readily accessible.
Date Written 2023
#3 – Paperwork
When your paperwork’s in order life’s GREAT!
If you feel like you are buried in paperwork and overloaded you are not alone. Now is the perfect time to get your print and digital paperwork under control, and in its place. Most people don’t plan to be unorganized; they just haven’t figured out how to put their paperwork and digital files in order.
#4 – Net Worth
Why Knowing Where You Stand Is Important
Getting and keeping your financial house in order is an important ongoing household task, but in these changing financial times it’s particularly important. With all the financial uncertainties you want your important paperwork and digital files readily accessible.
#5 – Cash Flow
Planning Your Cash Flow Can Make Your Difference
Managing your cash flow and the use of your money is an excellent way to gain power over your life. You are the one who should be in charge of the choices and tradeoffs. If entertaining frequently in your gourmet kitchen is what you crave, or diving in a late model luxury car, or playing golf at championship courses, or if you like dining out at fun restaurants, or traveling to distant places that are perfectly OK; PROVIDED it works within your overall cash flow plan.
#6 – Employment Benefits
Are you using your hidden paycheck well?
The employment benefits you receive from your employer can be a ‘valuable hidden treasure’ for you, but they are frequently underutilized and misunderstood. During these challenging times many employers are changing benefits. Now is a good time to look at your benefits to see if you are taking full advantage of them or need to replace lost ones.
#7 – Financial Planning
Let Financial Planning Make YOUR Difference
Unless you are lucky enough to win the lottery or receive a substantial inheritance, very few people can really attain and maintain financial security without forethought and a strategy—a financial plan.
Date Written 2023
#8 – Goals
Getting Organized: Time to Get YOUR Financial House In Order
Getting and keeping your financial house in order is an important ongoing household task, but in these changing financial times it’s particularly important. With all the financial uncertainties you want your important paperwork and digital files readily accessible.
Date Written 2023
#9 – Financial Independence / Retirement Planning
Getting Organized: Time to Get YOUR Financial House In Order
Getting and keeping your financial house in order is an important ongoing household task, but in these changing financial times it’s particularly important. With all the financial uncertainties you want your important paperwork and digital files readily accessible.
Date Written 2023
#10 – Major Expenditure Planning
Getting Organized: Time to Get YOUR Financial House In Order
Getting and keeping your financial house in order is an important ongoing household task, but in these changing financial times it’s particularly important. With all the financial uncertainties you want your important paperwork and digital files readily accessible.
Date Written 2023
#11 – Investment Planning
Getting Organized: Time to Get YOUR Financial House In Order
Getting and keeping your financial house in order is an important ongoing household task, but in these changing financial times it’s particularly important. With all the financial uncertainties you want your important paperwork and digital files readily accessible.
Date Written 2023
#12 – Tax Planning
Getting Organized: Time to Get YOUR Financial House In Order
Getting and keeping your financial house in order is an important ongoing household task, but in these changing financial times it’s particularly important. With all the financial uncertainties you want your important paperwork and digital files readily accessible.
Date Written 2023
#13 – Insurance / Risk Management Planning
Getting Organized: Time to Get YOUR Financial House In Order
Getting and keeping your financial house in order is an important ongoing household task, but in these changing financial times it’s particularly important. With all the financial uncertainties you want your important paperwork and digital files readily accessible.
Date Written 2023
#14 – Estate & Gift Planning
It’s Time to Protect YOUR Family & Your Future
Most of our adult population does NOT nor realize the importance of not having a current or up-to-date estate and gift plan to protect themselves and their family’s assets; that can include half your family, friends, and associates.
Date Written 2023
Exposing Kids to Personal Finances
It’s very important for us parents, to introduce and expose our children to sound principles of personal money management. With our media enriched environment, we’re constantly exposed to thousands of marketing suggestions on how to spend money, whether we have it or not.
Date Written 2023
Cost-Cutting Money-Making Game
Personal cash-flow management and managing your spending habits are key areas of personal financial management, and are concerns for many families. With fantastic new products arriving in the market daily, managing available cash becomes quite a challenge.
Date Written 2023
Building Blocks to Successful Financial Planning Presentation Series
Here is an enlightening set of presentations by a moderator and panel of experienced financial service professionals. It is designed to motivate, educate and empower you to make better informed lifelong personal financial decisions and to improve your financial lifestyle. Providing you with an easy-to-use, systematic approach to personal financial management. It also introduces you to the essential principles for smart personal money management and the common financial mistakes to avoid; the foundation to personal finance knowledge.
In the spirit of improving financial awareness and financial literacy you are welcome to share this with your family and friends and colleagues. These special empowerment tools are designed to help the reader
Make wiser informed lifelong money decisions
Live a quality life without outliving their wealth
Watch personal / family dreams become a reality
Enjoy a financially secure debt free future
Work more efficiently with financial professionals & product providers to get the best results from time & money
Get and keep their financial house in order by having a current financial, estate and gift plans
Pass on your values, knowledge and assets to future generations, and your charitable causes, to help make this a better world
Have the highest probability to reach and maintain your family dreams while you live out a financially successful life.
