Achieving financial literacy
January 5, 2013 8:59 PM Subscribe
I want to find a person or class to help me understand basic tenants of financial literacy -- someone who can do everything from helping me create a basic household budet to helping me understand my taxes, retirement plan options, and what to do with my employer-granted stock.
posted by pocketfullofrye to work & money (7 answers total) 18 users marked this as a favorite
From what I understand, this kind of comprehensive, educational but also practical service is not something provided by an accountant, tax preparer or financial planner, all of whom deal with different aspects of the issues I outlined, and none of whom would really be suitable for doing the very basic budget-level stuff with me.
I would much rather sit in a room with someone and ask them questions than try to figure all this out through books or websites, but if you have great novice-level text resources to recommend, please do so.
Ideally, I'd like to hear about specific professions, people or organizations in the California Bay Area.