It’s Financial Literacy Month

As noted on my Wealthy Boomer blog earlier this week and in my Wednesday column in the Post, the month of November is now being dubbed Financial Literacy Month. Check my recent blog entry here to review an excellent 1.5-hour web presentation on financial literacy hosted by ABC Life Literacy Canada. It’s interesting because it takes a life cycle approach to investing: with experts focusing first on young children, them moving along the life cycle to university, entering the work force, family formation, mid life and finally retirement.

Findependence Day takes the same life-cycle approach, which is why celebrated finance professor and author Moshe Milevsky described it as “a financial voyage through the human lifecycle, introducing the reader to important concepts in portfolio theory, investment analysis and retirement planning.”

Or why the advisor’s advisor, Bob Veres, called it a “financial pilgrim’s progress.”

Get rich slowly
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