Here at SFG, we support an ongoing educational culture. One of the ways we do this is holding an employee book club meeting several times per year to share about nonfiction books we’ve read. Additionally, we keep a library of books in our conference room — anyone is welcome to comb through it and take a book home! These books all relate to one of our Four Capitals — Financial, Physical, Intellectual, and Psychological — and offer insight into the approach we are so committed to. Here is a list of the books we currently have related to Financial Capital.
The National Association of Personal Financial Advisors (NAPFA) hosts conferences bi-annually. In May, Alyssa and Clarissa had the opportunity to attend the conference in Austin, TX. They enjoyed keynote speakers, networking opportunities, and a wide variety of educational programs. Some key takeaways from the conference are outlined in this post.
Planning for college is becoming increasingly important with higher education tuition on the rise and with the national student loan debt recently breaking 1.5 trillion dollars. Many parents and grandparents are thinking about how they can help the next generation pay for college. One option is the 529 college savings plan.