Posts Posts by: "ldannen"

If you only have one shot to introduce your client to a Financial Health tool then make sure the Receipt Exercise and Spending Journal are your go tos. This is the first step toward building a personal financial plan. First part is to keep all of their receipts for one week in the envelope. Remember…(Read More)

As we’ve been out in the field delivering classes and working with people, we recognized that, while many people have heard of the Equifax data breach, few have really looked into the issue or done anything about it. Additionally, we have heard that many case managers have not been providing information to their clients…(Read More)

For the last eight years, the Financial Health Institute has been teaching courses at nonprofits across the country. From this experience, our faculty noticed a recurring trend in the sector—massive staff turnover. We understand that personnel change and movement occurs in all sectors, however, there are additional consequences and effects this may have in…(Read More)

We’re all familiar with the situation. You have a friend who you love to spend time with. The problem is their version of “spending time,” involves spending money and lots of it. You enjoy the night out, but the subsequent financial stress you experience is a recurring issue at the core of your friendship…(Read More)