Financial Literacy Begins With the Truth

April is Financial Literacy Month but what does that mean?   The definition of the phrase tells us, it is the ability to use knowledge and skills to manage one’s financial resources effectively for lifetime financial security.

I believe that words do matter regardless of who uses them. Their meaning cannot be altered or changed without first clarifying the facts.  This belief brings me comfort.  Speaking as someone who likes peace and stability; I seek comfort by taking the time to focus on those things that should not change much.  This ultimately means the truth.  The truth never changes.  If it was true five thousand years ago and it is still true today; I am comfortable it will be true tomorrow.   Continue reading “Financial Literacy Begins With the Truth”

Financial / Insurance Planning; Founded on the Power of the Wisdom of Three

March 21, 1983 marked the beginning of a remarkable journey that would last a lifetime.  This journey has been shared with my family, many dear friends, and countless audiences throughout the world.  I have been blessed to observe the emotional impact created by the retelling of the stories from this journey.  Stories that make people laugh with joy, cry with compassion and think differently with love about life in general; all through the efforts to educate, share life’s learning experiences, and to grow society’s embrace of the truth through moral and ethical principles. Continue reading “Financial / Insurance Planning; Founded on the Power of the Wisdom of Three”