Money Series

Open Access to Financial Education, For All

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August 25, 2016

Annuity Sales Face Greater Scrutiny

Annuities are not typically purchased. They are most often sold. While annuities can be a valid solution for some, they can be entirely inappropriate for others. In my experience, annuity […]

June 20, 2016

Harvesting a Lifetime of Investing Skills

“If you want to harvest in one year, grow a crop. If you want to harvest in ten years, grow a tree. If you want a harvest that will last […]

June 17, 2016

Money Series Replay | Understanding Investment Fees

The above presentation was given on June 15th at the Traverse Area District Library by Front Street Foundation contributor, Jason P. Tank, CFA of Front Street Wealth Management. The Money […]

June 1, 2016

Money Series Replay | Spring Cleanup for Your Money

The above presentation was given on May 18th at the Traverse Area District Library by Front Street Foundation contributor, Jason P. Tank, CFA of Front Street Wealth Management. The Money […]

May 27, 2016

Understanding Your Investment Fees

At the Front Street Foundation’s recent Money Series workshop, an attendee asked a deceptively difficult question. She wanted to understand how to figure out the cost of her investment program. […]

May 8, 2016

Spring Cleanup for Your Money

It’s that time of year where you peer outside after a long winter and see an unwelcome amount of debris and disorder awaiting your spring cleaning efforts. The fortunate among […]

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Money Series

A Traverse City, Michigan based 501(c)(3) nonprofit founded on the commitment to provide open-access to financial education, for all. Contact us at (231) 668-6894 or email us at info@moneyseries.org

Video Replays

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  • About Us
  • Schedule
  • Presenters
  • Video Replays

© 2026 · Money Series, a Michigan 501(c)(3) nonprofit organization ph: (231) 668-6894