For the past 20 years, I’ve been helping people make better decisions about money. It’s a big undertaking but as you will see, I am passionate about helping others through education and planning. I’ve always believed good research leads to good decisions and I want to help people become more knowledgeable through my presentations, weekly column, books, programs and services. I've now brought financial education into the workplace as a core benefit for employees and employers. Browse my site. I’m sure there will be something that can help you become a better, smarter or richer person.
Good Luck!
Jim :)
I am passionate about helping people RETIRE HAPPY, HEALTHY AND WEALTHY. I think retirement can and should be the BEST years of your life. In my site you will find lots of information, tools, ideas and fun stuff to help you make retirement the best years of your life.
Money problems have become the biggest contributor to personal stress and it has started to affect productivity in the workplace. This is likely related to the fact that consumer debt has grown to record levels and savings rates are non-existent. Couple these statistics with the reality that there is very little formal financial education provided in our country and you can’t help but recognize a very serious concern in our society. Financial Education in the Workplace is a program founded by Jim to help employers and employees incorporate financial education into the workplace.
Timely, practical financial advice and more!
Helping employees and employers create more financial literacy
My Legacy Organizer is a tool to help organize, diarize and share your life legacy