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Thursday, April 28, 2016

Budget For Your Bank

If you haven’t had a chance to attend any of the Money Smart Week events yet, there are still a few days left to attend a few and learn something new! We still have two Budget For Your Bank Activities scheduled this week in Thurston and Clark Counties.  


Bring the kids in and they will get to decorate a piggy bank of their choosing, but they have to work for it. Each child will receive a $10.00 “income” when they come in, along with a budgeting worksheet that lists all the different options at the Piggy Bank Store. There are numerous piggy bank and décor sticker options all listed at different prices. Kids can then choose their piggy bank/sticker combinations but they must stay within their $10.00 budget. For those kids who save at least 10% of their income, there is a Super Saver Prize.
If you have any questions about the Budget for Your Bank Event, you can contact Katrina Roy at Katrina.roy@dfi.wa.gov. The event is free and recommended for kids elementary school aged.



Details for the next two Budget For Your Bank Activities:
Friday April 29th
Vancouver Community Library
901 C Street
Vancouver, WA 98660
10:30-11:30 A.M.

Friday April 29th
Lacey Timberland Library
500 College St SE
Lacey, WA 98503
4:00-5:00 P.M.

Monday, April 25, 2016

Money Smart Week and myRA

Money Smart Week is here! This week is dedicated to helping Americans become financially capable. Money Smart Week is a nationwide campaign with the goal of helping American consumers become financially capable. Money is a stressful topic for many people. MSW offers free classes and events to help people better understand money topics such as investing, saving, debt, using credit, etc. There are events for all ages, demographics, and income levels. You can find a list of all the events in your area here www.moneysmartweek.org/findevents.
One of the American consumer’s biggest challenges is saving. 54% of Americans do not have a savings account with at least three months worth of living expenses in case of emergency. Millions of Americans are not saving enough for retirement, or saving anything at all. The U.S. Department of Treasury has created myRA for those who do not have access to employer-sponsored retirement accounts. You can contribute as little as a few dollars a month and up to $5,500 a year. Contributions are invested in a new United States Treasury Security that safely earns interest at the same variable rate as investments in the government securities fund for federal employees and carries no risk.  For more information on the myRA program, visit https://myra.gov/about/. 

Friday, April 22, 2016

Money Smart Week Events Happening Across Washington

Governor Jay Inslee has proclaimed (pdf) the week of April 23-30 as Washington Money Smart Week.

Money Smart Week® is a public awareness campaign designed to help consumers better manage their personal finances. This is achieved through the collaboration and coordinated effort of organizations including businesses, financial institutions, schools, libraries, not-for-profits, government agencies and the media.

These groups come together once a year to stress the importance of financial literacy, inform consumers about where they can get help and provide free educational seminars and activities throughout the week.

Money Smart Week Events


Saturday, April 23 2016
11:00 AM to 12:00 PM
Topic: Credit & Debt Management
Title: Plastic Surgery: Getting Out of Debt
Where: Seattle Public Library Lake City Branch
12501 28th Ave NE
Seattle, Washington 98125


Monday, April 25 2016
12:00 PM to 1:00 PM
Topic: Retirement Planning
Title: Establishing a Successful Retirement Plan
Where: Seattle Public Library Central Branch
1000 4th Ave
Seattle, Washington 98104


Monday, April 25 2016
4:00 PM to 5:00 PM
Topic: Kids & Money
Title: Budget For Your Bank!
Where: Tumwater Timberland Library
7023 New Market ST SW
Tumwater , Washington 98501


Monday, April 25 2016
5:30 PM to 7:00 PM
Topic: Retirement Planning
Title: Saving for Retirement & Investing 101
Where: Orcas Island Library
500 Rose Street
Eastsound, Washington 98245


Monday, April 25 2016
6:00 PM to 7:00 PM
Topic: Identity Theft
Where: Northeast Library
6801 35th Ave NE
Seattle, Washington 98115


Tuesday, April 26 2016
12:00 PM to 1:00 PM
Topic: Investing & Wealth Building
Title: How to Begin Investing
Where: Seattle Public Library Central Branch
1000 4th Ave
Seattle, Washington 98104


Tuesday, April 26 2016
6:00 PM to 7:00 PM
Title: Psychology of Spending
Where: Seattle Public Library Beacon Hill Branch
2821 Beacon Ave S
Seattle, Washington 98144


Tuesday, April 26 2016
6:30 PM to 7:30 PM
Title: Investing with Friends
Where: Seattle Public Library Central Branch
1000 4th Ave
Seattle, Washington 98104


Tuesday, April 26 2016
6:30 PM to 7:30 PM
Topic: Identity Theft
Where: Seattle Public Library Queen Anne Branch
400 W Garfield St
Seattle, Washington 98119


Wednesday, April 27 2016
12:00 PM to 1:00 PM
Title: Why Invest in Stocks
Where: Seattle Public Library Central Branch
1000 4th Ave
Seattle, Washington 98104


Wednesday, April 27 2016
1:30 PM to 3:30 PM
Topic: Unemployment & Job Transitioning
Title: Defensive Finances
Where: Hopelink
11011 120th Avenue NE
Kirkland, Washington 98033


Wednesday, April 27 2016
4:00 PM to 5:00 PM
Topic: Kids & Money
Title: Budget For Your Bank!
Where: Three Creeks Library
800-C Tenney Rd.
Vancouver , Washington 98685
 
Thursday, April 28 2016
12:00 PM to 1:00 PM
Topic: Investing & Wealth Building
Title: Using Value Line & Other Library Resources
Where: Seattle Public Library Central Branch
1000 4th Ave
Seattle, Washington 98104


Thursday, April 28 2016
3:00 PM to 4:30 PM
Title: After School Financial Literacy Event
Where: Raymond High School
1016 Commercial St.
Raymond , Washington 98577
 
Thursday, April 28 2016
5:00 PM to 6:30 PM
Title: Home Buyer's Workshop
Where: Lacey Timberland Library
500 College St SE
Lacey, Washington 98503


Thursday, April 28 2016
6:00 PM to 8:00 PM
Title: Family Financial Comedy Night
Where: LCC's Wollenberg Auditorium
1600 Maple Street
Longview, Washington 98632


Thursday, April 28 2016
6:30 PM to 7:30 PM
Topic: Identity Theft
Where: Seattle Public Library Greenwood Branch
8016 Greenwood Ave N
Seattle, Washington 98103
 
Friday, April 29 2016
1:00 PM to 2:00 PM
Topic: Credit & Debt Management
Title: Plastic Surgery: Getting Out of Debt
Where: Seattle Public Library Beacon Hill Branch
2821 Beacon Ave S
Seattle, Washington 98144


Friday, April 29 2016
4:00 PM to 5:00 PM
Topic: Kids & Money
Title: Budget For Your Bank!
Where: Lacey Timberland Regional Library
500 College St SE
Lacey , Washington 98503


Saturday, April 30 2016
10:30 AM to 1:00 AM
Title: An Investment Plan for Busy People
Where: Seattle Public Library Central Branch
1000 4th Ave
Seattle, Washington 98104


Saturday, April 30 2016
10:30 AM to 11:30 AM
Topic: Identity Theft
Where: Seattle Public Library Southwest Branch
9010 35th Ave SW
Seattle, Washington 98126


Saturday, April 30 2016
1:00 PM to 2:30 PM
Topic: Estate Planning
Title: Estate Dos & Don'ts
Where: Orcas Island Library
500 Rose Street
Eastsound, Washington 98245


Saturday, April 30 2016
2:00 PM to 3:30 PM
Topic: Healthy Habits that Save
Title: Waste Less Food!
Where: Lacey Timberland Library
500 College St. SE
Lacey, Washington 98503

Tuesday, April 19, 2016

ServeOurSeniors.Org – Preventing Senior Investor Abuse

The North American Securities Administrators Association is the membership organization of state and provincial securities regulators and is the oldest international organization devoted to investor protection.

With at least a third of its members’ enforcement actions involving senior investors, NASAA in 2014 formed a Board-level committee to tackle a wide range of challenges confronting senior investors, regulators and securities industry professionals.

The committee developed www.serveourseniors.org as an outreach effort to provide resources for senior investors, caregivers, industry, and policymakers.

If you work with seniors or have an aging loved one in your life, this website is a great resource.


Wednesday, April 6, 2016

Thinking Money: Save, Invest and Protect Yourself from Fraud Seminar


Financial Capability Month is upon us! Join the experts from AARP, FINRA, the SEC, the Offices of the Insurance Commissioner, Secretary of State, and the Washington State Department of Financial institutions on April 26th from 9:00 AM-2:15 PM for a free consumer education seminar.  

The seminar will cover:

  • How behavioral biases and emotions impact your financial decisions
  • Ways to make your money last
  • How to spot the red flags in financial scams
  • Steps you can take to achieve greater financial security



Space is limited so register early!

Call toll-free (877) 926-8300 or register online at