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Refocus on basic financial literacy

September 4, 2015

A few months ago the Wall Street Journal wrote “Women are falling far behind men in financial literacy. The even worse news: Men apparently don’t know much about the topic in the first place.” the article went on to explain that the underlying test was a measure of the most basic understanding of concepts that can make a difference in an individual’s financial decision making and ultimate results. It occurs to me that most of the financial service industry focuses on much more complicated topics. We are missing the most basic and most important opportunities to help our clients.

This tells me that I should focus my attention on more basic publishing topics like “10 Simple Rules for Financial Survival” and fewer like “Tax planning for small business excise tax penalties under IRC 4980D

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