Financial Literacy

Financial Education Resources for National Financial Awareness Day

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Financial Education Resources for National Financial Awareness Day
Posted on: August 14, 2018
By Mary Merrell Bailey, Esq., CPA MBA MSTax MSAccounting

One of my passions is financial education. As a CPA and estate planning attorney, I believe financial education is one of the most important parts of education. It literally can change your life.

A Chinese proverb pertains to financial planning. “The best time to plant a tree was 20 years ago. The second best time is now.” No matter where ...

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Financial Literacy in Working Women Improves While Knowledge Gap Persists for Female Retirees and Widows

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Financial Literacy in Working Women Improves While Knowledge Gap Persists for Female Retirees and Widows
Posted on: August 2nd, 2016
By Mary Merrell Bailey, Esq. CPA MBA MSTax MSAccounting

Recent studies reveal that financial capability among working women is improving, but closing the financial literacy gap has a long way to go as it relates to retired women and older widows. Women will be alone and in charge of themselves for a long period of time. But statistics show that women ...

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Six Tips to Start Your 2016 Financial Goal-Setting

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The month of January generates a steady stream of news articles and broadcast messaging about financial goal-setting. To cut down on the overwhelming clutter we’ve compiled a series of tools, tips, and resources to support your financial wellness efforts.

Six Tips to Start Your 2016 Financial Goal-Setting
Posted on: January 28th, 2016
By Mary Merrell Bailey, Esq.

Review our series of tools, tips, and resources to support your financial wellness efforts.Has the recent stock ...

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National Healthcare Decisions Day – A Platform to Have the Conversation

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Founded in 2008, National HealthCare Decisions Day (NHDD) is the day set aside to inspire, educate and empower the public and providers about the importance of advance healthcare decision-making.

National Healthcare Decisions Day — A Platform to Have the Conversation
Posted on: April 15th, 2015
By Mary Merrell Bailey, Esq. CPA MBA MSTax MSAcctg

Did you know that tomorrow is April 16th — National Healthcare Decisions Day?  Those of us who offer legal counsel, advisory services, or healthcare related services are particularly ...

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