Dragonfly Financial Solutions LLC believes that everyone should have access to high quality financial counseling, education, and coaching so that they can live their best financial lives.
All in Talking About Money
If you are having trouble connecting with others in your thoughts about money, consider if neurodiversity (yours or theirs) is the cause.
Use the improvements that the Biden administration is making to the student loan repayment system to create a plan to get rid of your student debt and get on with your life.
Through reflection and analysis, there are ways to avoid the debt trap.
To whom do we owe when we are given a gift?
Advocacy needs to be a part of your financial capability practice, as it is just as important as financial counseling and education.
As opposed to the past, it is increasingly more difficult to gain a foothold up the economic ladder – and stay there.
In a way, whiskey played a direct role in fostering my family’s financial security.
Income and expenses sure do look an awful lot like wealth and investments (they call all be represented by dollar bills, after all), but they are not alike. And the difference matters to your clients’ financial security.
Wealth building for disadvantaged communities needs to be front-and-center of the work of the nonprofit sector.
Maggie Walker was ahead of her time as an African American woman in creating a bank for her community and greater opportunities for women.
Like the alchemy of creating a new substance, there are necessary factors that need to be present in learning about money…and in learning to ice skate.
While having a strong credit profile is a key component to unlocking the doors of wealth building opportunities, it is important to understand that even with the best personal financial management, credit scoring algorithms appear to disadvantage certain customers.
Who you are – and where you are – can impact your ability to achieve financial security.
The American Families Plan proposes wide-reaching protections to increase educational outcomes, provide subsidies to households caring for the young and/or sick, and make permanent tax credits that serve working families. What could your families achieve with a more fortified social safety net?
Simple -- but not easy -- this one step will clear the path for you to achieve your financial goals.
If you have a safety net, you do not realize that others do not have one. If you do not have a safety net, you cannot fathom how others get them. And that’s a problem.
With careful preparation and program design, you can ensure that all your clients can indeed learn personal finance, even those “I don’t do math” types.
What is the question that could change the trajectory of your financial life?
