April 2014

Your Filing System Either Promotes or Prevents Fraud

She looked stunned as her accountant told her it was her fault that the woman had stolen the company’s money to pay for personal expenses. How could it be my fault, she asked? The accountant told her that she created room for the thief to operate by allowing a disorganized filing system in an environment where theContinue reading “Your Filing System Either Promotes or Prevents Fraud”

Financial Education – One Size Does Not Fit All!

I felt highly honored to speak at the Annual Conference on Financial Education, which was held in New Orleans from April 9th to 11th 2014. Big kudos to the Institute of Financial Literacy for including the “one size does not fit all” session to discuss peculiar issues affecting women and immigrants. Other speakers and membersContinue reading “Financial Education – One Size Does Not Fit All!”