Yom Kippur 101
Yom Kippur is not a standalone Holy day, it’s actually the culmination of a 10-day period of reflection starting on Rosh Hashanah. One of the traditions we do during this period is called tashlich — we write down our sins on little pieces of paper, and place them in...
Reading Numbers
I’m a financial frontline worker. Like most people in public-facing jobs, I’ve seen it all — from bankruptcy to intestacy. That includes a lack of basic financial literacy, across all communities. Financial literacy is not about reading the Wall Street Journal,...
Facebook “Free Money” Scam
I must have felt a chill because I sensed pure evil — or else it was cold in the house. Either way, I was the target of a scam. It started when I received a message from someone I knew before elementary school but wasn’t very active on Facebook. “Oh, hi, how are...
JUJYFRUITS – A FAMILY BUSINESS FOR 125 YEARS
Most family businesses last for two, maybe three generations but it is rare to find one that spans five. That was the case with the “Heide Candy Company” founded in 1869 by a German immigrant, Henry Heide, Sr. Like most who came to America seeking a new...
The 50/30/20 Rule for Financial Success
If you’re starting out and trying to save money, you’ve got to create a budget — or as I prefer to say, a spending plan. A helpful rule of thumb for making that spending plan is the 50/30/20 rule. 50% of your income should go to your fixed expenses. The fixed...
Celebrating 25 years in business helping people stay financially organized
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