Financial Services Newsletter

How’s Your Financial Literacy?

How confident are you when it comes to finances? Do you understand how the stock market works? What about insurance? How are your skills when it comes to budgeting money?

Most Americans don’t receive the financial education they need, leaving them confused when it comes time to make responsible monetary decisions.

No matter where you are in your career, understanding how to invest and care for your money is crucial for reaching milestones down the line. Whether you’re looking to grow your family, buy a home, further your education, plan for retirement, or just have a bit more financial freedom, understanding more about how finances work will ONLY help you down the line.

Opt-in to my Financial Services Newsletter to get a full range of insight and information about everything from understanding the stock market to writing a will. I’d like nothing more than to be part of your journey toward money confidence, don’t miss out on this opportunity to feel better about your future!

Meet Forward Accountancy, Host of Financial Services Newsletter

Jennifer moved to Humboldt County in 1975 from Southern California. She has worked in public accounting since 1980 and joined our firm in 2006. Jennifer works primarily in tax preparation for individuals and business entities.

Bachelor of Science Degree in Business Administration, Humboldt State University, 1977
Humboldt State University, completion of courses necessary to sit for the CPA exam

Professional Designation
CPA, licensed in California

Professional and Civic Involvements
Member of the California Society of CPAs
PTA board member since 1998

Community Involvements
Volunteer for school events
Donate baked goods for Soroptimist International of Arcata and other local fundraising events

Created by:

Forward Accountancy

When it Comes to Finances, Don’t Get Taken Advantage Of

Over the past few generations, the way we spend money and the way we shop has changed. We’ve switched from cash to credit cards, and from in-person storefronts to online shopping, which has created ample opportunities to use and overextend our credit quickly. All of this, coupled with the fact that we’re all constantly inundated by advertisements and offers, has created the perfect storm for people to overspend and blow through their paychecks without proper budgeting.

By gaining some basic knowledge and learning how to use the financial tools available to you, you’ll be better equipped to maximize your chances of reaching your goals in life.

In finance, things move quickly. Talking numbers and money makes people nervous, which is why sometimes it feels easier to do the bare minimum. Take this opportunity to expand your knowledge, explore subjects you aren’t totally familiar with, and use me as a support system along the way!

Sign Up Now For A Brighter Financial Future!