Many Americans are in a precarious financial situation: living paycheck to paycheck, unable
to fund relatively trivial unexpected expenses, and unable to save substantially for …

… Ives practiced as a fee-only financial planner for 22 years. Ives earned his BS degrees in
accounting and in computer science and his MBA from Arizona State University. Ives’s …

A great majority of Americans are underfunded and/or financially stressed about their
retirement future. Black and Hispanic individuals have a greater risk for inadequate retirement …

This chapter examines developmental learning theories that support the design and
implementation of effective financial literacy programs in kindergarten through third grade. In the …

… Ives Machiz, CFP , is the treasurer and CFO of Weight Watchers of Arizona. He previously
owned his own rm and practiced as a fee-only nancial planner for 22 years. Machiz is …

Despite our intuitive appreciation of the power and influence of emotions, gaps remain in
what we understand of its relationship with behaviors within the personal finance domain. …

… Previously, Ives taught high school Mathematics for 8 years. Ives is a veteran of the financial
… Ives is a student member of the National Association of Personal Financial Advisors (NAPFA…

… Previously, Ives taught high school Mathematics for 8 years. Ives is a veteran of the financial
… Ives is a student member of the National Association of Personal Financial Advisors (NAPFA…

This is an ethnohistory the Wangunk Indian community, which occupied a reservation
during the seventeenth and eighteenth centuries in what is now Portland, CT. This historic “River …

Table of Contents Table of Contents Full Text FPAJournal.org September 2020 | Journal of
Financial Planning 5 COVER STORY: REGULATORY UPDATE Learn about the legislative …