Category Archive for: Education

June 2020 – Family Financial Education (Part 1)

Hello OCWC’er! —- This month’s theme of “Family Financial Education” could probably be every month’s theme for the rest of my life. In the past, we’ve talked about some technical situations, but we are going to switch gears a bit and take a look at having tough financial conversations, as it relates heavily to the…

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Equifax Breach

Last week, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this year. The compromised information included names, addresses, Social Security numbers, and dates of birth. In some instances, driver’s license numbers, credit…

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June 2017 – Financial Education

Hello! ¿Cómo fue el mes pasado? (How did last month go? *I think*) For me, I gave a pitiful, but seemingly valiant, attempt at Duolingo and got quite a few of the cobwebs off since high school Spanish class. I’ll refrain from agreeing to post my laughable 16% fluency on my LinkedIn profile that the app…

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The 6 Ways to Financial Independence: LIPIBS

In our experience, there are only 6 ways to gain financial independence.  Meaning, there are only 6 paths for people to provide for a comfortable retirement.  The acronym for the methods is LIPIBS.   L: is for Lucky – Win a (big) jackpot and then be wise with the winnings! (The hardest part about this…

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Don’t Buy Checkout Lane Items

What’s 1 place in the grocery store that everyone has time to waste?  Yup, the checkout lane. Sadly, we aren’t the only ones that have realized this.  Grocery store designers figured this out a long time ago, they are smart peeps.  There’s no other spot in the store that has more things packed into such…

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