Financial Knowledge

Financial Knowledge Silicon Valley's trusted provider of accredited, unbiased financial education! Pure education withou

Financial Knowledge is the nation's only accredited provider of conflict-free financial education for the workplace. Our comprehensive course curriculum has helped thousands of employees better understand the many facets of personal finance so that they can make informed decisions with their money. Financial Knowledge has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).

08/24/2023

📢 Calling all NYC area entrepreneurs (and anyone who knows one)! 🗽

Your business thrives on financial goals. Now, it's time to show your personal financial goals the same love and attention they deserve! 🌟

🗓️ Mark your calendar for Thursday, September 28th, 6:00 pm–8:00 pm at Shopify HQ

We’re hosting a live, game-changing workshop in partnership with Shopify called Financial Goals Unlocked: Your Path to Prosperity!

Craft tangible financial goals, develop step-by-step plans, tailor savings strategies, evaluate investments, and unlock methods for fast progress. Stick around for real-time money Q&A with multi-award-winning CERTIFIED FINANCIAL PLANNER ™ Ellis, and did we mention there'll be food?! 🥤🥨

This isn’t your average workshop! Prepare for a high-energy, engaging, enlightening time. Trust us – it’s going to be worth it!

Let's seal the deal: bring a friend along for double the inspiration and motivation!

🎟️ Register at the link in the comments below!

See you there! 👋

Check out these helpful tips for your 2020 filing!
02/12/2021

Check out these helpful tips for your 2020 filing!

The Internal Revenue Service says taxpayers should expect limited face-to-face operations, heavy call volume, and paper-processing delays.

Check out these helpful tips to avoid getting a surprise bill after your COVID test.
11/17/2020

Check out these helpful tips to avoid getting a surprise bill after your COVID test.

Get tested at a public facility. Question what services are being provided. And know your rights under federal law.

Follow Financial Knowledge on LinkedIn for more personal finance tips and financial education news.
10/21/2020

Follow Financial Knowledge on LinkedIn for more personal finance tips and financial education news.

Financial Knowledge | 150 followers on LinkedIn | Established in 1989, Financial Knowledge is Silicon Valley's go to provider of conflict-free financial education. | Financial Knowledge is the nation's only accredited provider of conflict-free financial education for the workplace. Our compr...

The year end is fast approaching. Check out these year end tax planning tips to help you lower your tax liability before...
10/20/2020

The year end is fast approaching. Check out these year end tax planning tips to help you lower your tax liability before it's too late!

The year end is fast approaching. Check out these strategic tax planning tips so that you can take action to lower your tax liability. ...

09/16/2020

Our hearts go out to everyone who has been affected by the recent fires, hurricanes, and floods. Here are some small steps you can take if you are asked...

Your company's open enrollment soon may be coming up soon! Start, stop, and/or make changes to your health plans for nex...
09/03/2020

Your company's open enrollment soon may be coming up soon! Start, stop, and/or make changes to your health plans for next year. Don't miss it!

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Increasing cash flow has become top of mind for many people throughout this pandemic. When it comes to your non-retireme...
06/08/2020

Increasing cash flow has become top of mind for many people throughout this pandemic. When it comes to your non-retirement investment accounts, there are some small actions you can take now to help your cash flow situation.

With the pandemic has come job loss for many people and now cash flow has become incredibly important. While there are ways to increase gross and net income, there are also some adjustments that ca…

It is times like now when taking inventory of your financial life is a good idea. Knowing where you stand will help you ...
05/27/2020

It is times like now when taking inventory of your financial life is a good idea. Knowing where you stand will help you immensely when planning your next steps.

It is times like now when taking inventory of your financial life is a good idea. Knowing where you stand will help you immensely when planning your next steps. There are five simple things are imp…

With the passage of the Coronavirus Aid, Relief and Economic Security (CARES) Act at the end of March, the Federal gover...
04/09/2020

With the passage of the Coronavirus Aid, Relief and Economic Security (CARES) Act at the end of March, the Federal government has extended the limits, increasing the amount and expanding who is eligible.

The unemployment rate in the US has soared due to COVID-19. Your employer has been paying unemployment insurance (UI) to the state (based on where the business is located) on wages paid to employee…

It's hard to look at the big picture in these unsettling times. Try not to panic but do develop a plan.
03/16/2020

It's hard to look at the big picture in these unsettling times. Try not to panic but do develop a plan.

Be kind to yourself. As stock markets mirror the changing economics brought about by COVID-19, it is important for you to take some deep breaths, remember your financial goals and be kind to yourse…

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6980 Santa Teresa Boulevard Ste 203
San Jose, CA
95119

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