Stephanie Mackara

JD, CDFA™

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Financial Socialization Expert

Stephanie Mackara Quick Facts

Career Focus: Financial Advisor and Author

Stephanie W. Mackara, JD, CDFA™, is President & Principal Wealth Advisor of Charleston Investment Advisors, LLC. A financial socialization expert, Stephanie is a wife, mother, and author of the new book “Money Minded Families.” She teaches people that financial wellness begins with your mindset, not your bank account. Learn more at www.moneymindedfamilies.org.

Stephanie Mackara Books

Money Minded Families

http://moneymindedfamilies.org/

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Article

Financial Socialization at Any Age

No matter our age, we can become more mindful about money; here are some tips for how to do it, for parents and everyone Have you ever made financial choices that you later regretted? If so, you are not alone. A new Charles Schwab Financial Literacy survey finds that 59% of Americans wish their younger selves had known more about the value of saving money. More than half wish they had had learned more about basic money management, including how to set and work toward financial goals.

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