Cultivate!

Shop local & meet over 50 of Tucson’s independent designers, makers & shops at the Cultivate Holiday Market this Saturday, December 7th from 10am-5pm at One East Toole Ave. in the heart of Downtown Tucson at a one-day-only pop-up market consisting of local goods,...

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Pay less taxes, give more to charity

If you’re in your 20’s or 30’s, you’re probably juggling more than one money goal: paying off debt, investing in your retirement plan, saving for a down payment, etc. Although charitable contributions might be a priority for you, it’s hard to fit them in your budget....

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We’re hiring…again!

The 3rd Decade™ program continues to grow and our staff is expanding to grow with it! For this position we're hoping to find someone with a background in the non-profit world as well as two or more years experience in a similar role. Resumes and cover letters...

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3rd Decade™ – Our next chapter

Bob and Lisa Swift started the TCI Foundation motivated by two ideas: young adults have a critical and vanishing resource – time - but might not make the best use of it without access to unbiased financial advice and education. I first met Bob in 2012 and we talked...

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Encore!

Back by popular demand – 20 questions to ask around the Thanksgiving table. I continue to hear from readers who were glad they asked these questions at their last holiday meal. The stories bring laughter, tears and understanding. And, importantly, these questions have...

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Windfall

Imagine winning $15,000 a year for the rest of your life…and then losing it. Yup, her boyfriend bought her a lottery ticket as part of her birthday weekend getaway and it was the lucky one. Think what that could mean. Invested annually at 8% it’s $4+ million in 40...

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Your Credit Score

In several recent client meetings, graduates of the 3rd Decade program have shared their credit scores with me and they've been impressive. At the same time, I bet if you'd asked these individuals what their score was prior to our class that covered credit scores,...

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The Confidence Game

It’s easy enough to be a victim of fraud – see last week’s blog for the statistics. This week I want to talk about why we’re easy targets. Fraud is fascinating. Elizabeth Holmes, founder of the biotech company Theranos, raised nearly a billion dollars from...

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Online Scams

The Nigerian prince email is old news. The latest generation of scams come in the form of fake websites and fake ads on social media and they’ve been surprisingly successful. The Better Business Bureau, FINRA (the Financial Industry Regulatory Authority) and the...

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Biggest Financial Regrets

You can probably guess what they are but how long do you think it takes, on average, to recover from them? The findings are from a poll sponsored by New York Life and featured in a recent blog from Barry Ritholtz: Ritholtz goes on to make an important point: people...

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Our Mission

Increasing new investors' confidence and lifetime success through financial education.

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