Allison’s Story: No Such Thing as Over-Prepared

Blonde haired woman in glasses wearing a white tee shirt and black blazer sitting at her desk and smiling

Meet Allison, a Data Analyst who lives in Winooski, Vermont with her three roommates. What do you do? I am the Manager of Data Analytics for a home health and hospice agency. I’ve been here for a year and a half, and really love my job. I have a lot of autonomy, and I get…

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Barbara’s Story: A Penny Found is a Penny Saved

Red-headed woman in a ponytail wearing her glasses while smiling and taking a selfie

Meet Barbara, a happy retired grandmother who lives in Eugene, Oregon. What do you do? Before I retired, I worked as a cashier and gas station attendant. I also volunteered a lot. I have five grandkids and they all live in Eugene. They’re 3, 5, 8, 9, and 11. There are two boys and three…

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Pashen’s Story: Lessons for My Boys

A black woman with pearl necklace wears a long white, pink, and black dress while smiling

Meet Pashen, a Florida native currently living in Lake Wales with her three sons. What do you do? I’m a paraeducator at my local school district. I help my students who may have learning disabilities. What did your upbringing teach you about finances? As a kid, I was always worried if my parents were going…

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Barbara’s Story: Service to Others

Older gray-haired woman in a ponytail holds up a large, empty picture frame while wearing a black graphic t-shirt and dark jeans

Barbara is an artist who lives in Carrboro, North Carolina. She is an active member of her church and a volunteer in her community. Who lives in your household? Just me. I have four grown children, but one of my sons Joel died a year ago in February. That’s part of why I’m paying off…

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Wolf’s Story: It’s Not About Amassing a Fortune

Older white gentleman wearing a light blue tank top has his left arm in a sling while his wife wears a flowery shirt, lei, and sunglasses while she has her arm around her husband

Meet Wolf, a retired psychologist living in the mountains of Colorado with his wife and many animals. What do you do? My wife and I are retired. We have a small, 35-acre ranch here. We make a little bit of extra money with our goats and chickens. I also contract tutor online. It’s a good…

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Sylvia’s Story: Home Ownership in the Future

A Black family poses outside the White House gates, smiling for the camera

Meet Sylvia, an HR Manager for the Clark County School District in Nevada. She’s a Las Vegas native who lives with her husband and two adult sons. What did your upbringing teach you about finances? Nothing! That’s why I’m in debt now. I don’t think I was ever taught how to save or how important…

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