financial literacy

October 27, 2021 | Andrea Sarralde

photo of saving concept tax form budget notepad-pen calculator

Instan a la Junta Escolar a Incluir Conocimientos Financieros como Requisito de Graduación

Aproximadamente una docena de oradores, en la reunión de la Junta de Educación del Condado de Montgomery del martes, instaron al distrito escolar a adoptar un requisito de graduación de conocimientos financieros para que los estudiantes puedan comprar una casa, un automóvil, completar formularios financieros, pagar impuestos, aprender a ahorrar y planificar el futuro. A […]

Read more

October 26, 2021 | Suzanne Pollak

photo of saving concept tax form budget notepad-pen calculator

Students Urge Board of Education to Add Financial Literacy Graduation Requirement

About a dozen speakers at Tuesday’s Montgomery County Board of Education (BOE) meeting urged the school district to adopt a financial literacy graduation requirement so students will be able to buy a home and car, fill out financial forms, pay taxes and learn how to save and plan for the future. Earlier this month, members […]

Read more

April 21, 2021 | Abby Espiritu

Public Libraries to Host Financial Literacy Conversation With ‘The Color of Money’ Columnist Michelle Singletary

In celebration of National Financial Literacy Month, Montgomery County Public Libraries (MCPL) will be hosting a virtual conversation, “Five Steps to Thrive During a Financial Crisis and Beyond,” with Washington Post’s Michelle Singletary on Saturday, April 24. Singletary, a University of Maryland and Johns Hopkins University alumna, writes the award-winning nationally syndicated personal finance column […]

Read more

September 25, 2019 | Alvin Carlos, CFA, CFP®

3 Ways to Teach Our Kids About Money

District Capital’s Shanna Due shares some creative ways we can teach our kids about money. https://www.youtube.com/watch?v=SXr65R04wnc&t=26s     Start talking about money with children early. Make it visual. Give them responsibility over their money.  

Read more

March 1, 2019 | Alvin Carlos, CFA, CFP®

5 Steps to Retire in Your 40s

In this video, I outline the five main steps that FIRE advocates take in order to retire early. FIRE stands for Financial Independence, Retire Early. I also share my personal thoughts about their approach. Enjoy! https://youtu.be/SxP1AtwbSY8  

Read more

October 9, 2018 | Alvin Carlos, CFA, CFP®

Do You Make These 5 Money Mistakes?

You must learn from the mistakes of others. You can’t possibly live long enough to make them all yourself. – Samuel Levenson I will confess. I’ve had my own share of financial mistakes. When I was new to the investing world, I decided to buy call options. It had the potential to generate immense returns, […]

Read more

April 19, 2018 | Alvin Carlos, CFA, CFP®

Who Should Consider Bankruptcy?

Bankruptcy is an unattractive way to get out of debt. But one of our clients chose this path, and she’s never been happier. Meet Sue Sue (not her real name) is a single mom who works in Bethesda and lives in Prince George’s County. Half of her monthly take home pay goes to rent, and […]

Read more

January 11, 2018 | Alvin Carlos, CFA, CFP®

Three Questions That Will Change Your Life

George Kinder – a Harvard-trained financial planner and a renowned Buddhist teacher – developed these three famous questions to truly understand a person’s life goals and values. Because this is what financial planning is all about: using money as a tool to live a meaningful life. I invite you to ponder on these questions. To […]

Read more

January 2, 2018 | Alvin Carlos, CFA, CFP®

Will Stocks Trend Higher in 2018?

One of the most challenging part of my job as a financial planner is calming clients down during periods of stock market decline. Thankfully, I didn’t have to experience that in 2017. The U.S. stock market clocked a return of more than 21%. International stocks performed even better, rising by more than 27%. Everyone I interacted […]

Read more

April 26, 2017 | Sonya Burke

Five Things to Know Today, April 26, in Montgomery County

Here are five things to know today, April 26th, in Montgomery County: 1. Police Beat: Montgomery County Police Captain Mark Plazinski, a 23-year veteran of the department, has been named the police department’s new 5th district commander. He begins his new role on May 1st. 2. Best Schools: Churchill High School is one of the […]

Read more

Engage us on Facebook

Follow us on Twitter