3rd Decade Appoints Two New Members to Its Board of Directors
3rd Decade is pleased to announce the appointment of two new board members, Nathalia Untiveros, Deputy Director of Gover Katie Hobbs’ Southern Arizona Office, and Nikolas Minard, Senior Client Service Associate at Root Financial. “I am ecstatic to welcome Nathalia and Nikolas to 3rd Decade’s Board of Directors. As we continue to grow and expand […]
3rd Decade Secures a Grant From The Nasdaq Foundation to Further Financial Literacy in Young Adults
3rd Decade has been awarded grant funding from The Nasdaq Foundation to support free, virtual programming that delivers key financial education and pro-bono financial mentoring to low- and moderate-income young adults, ages 18-35, with an emphasis on serving women and underrepresented people of color. This funding will support 3rd Decade’s mission to change financial futures […]
3rd Decade Announces the Appointment of New Members to Its Board of Directors
Tucson, AZ – 3rd Decade is excited to announce the appointment of two new board members, Sherri Trombley, Director of Business Consulting & Education with Charles Schwab Advisor Services, and T.J. Mitchell, Chief of Staff for Maricopa County Supervisor Bill Gates. “It is an honor to welcome Sherri and T.J. to our dedicated and supportive […]
3rd Decade Secures Long-Term Partnership and Support from the Charles Schwab Foundation
3rd Decade is excited to announce a multi-year commitment of funding and support from Schwab Advisor Services in partnership with the Charles Schwab Foundation. The 5-year partnership will support 3rd Decade’s innovative financial education and mentoring program for young adults throughout the Southwest and nationally. The funding and support will allow 3rd Decade to grow […]
3rd Decade Partners with Coconut Software To Streamline Financial Mentoring and Education
3rd Decade Partners with Coconut Software To Streamline Financial Mentoring and Education
The Future of AI and Personal Finance
The Benefits and Negatives for Individuals with Little Financial Education Artificial intelligence (AI) has been transforming the financial industry, with various AI applications emerging to provide better financial services. AI has created an opportunity for the financial sector to be more inclusive and help individuals achieve financial security. However, the integration of AI in personal […]
The SECURE Act 2.0
What changes should you be aware of? By Jennifer Edwards, CFP® The Setting Every Community Up for Retirement Enhancement Act (known as the SECURE Act) of 2019 has gotten an upgrade. The SECURE 2.0 Act was passed at the end of December with broad bipartisan support and includes several provisions worth knowing about. SECURE 2.0 […]
A Letter From Our Executive Director
To our 3rd Decade Community; What a year it has been for us at 3rd Decade! 2022 was a year of immense transition, growth, and, most importantly….MOMENTUM…for both our organization and our mission. So what did this year look like? Well, I’m glad you asked! Transition – This year, we welcomed in so many new faces […]
Roth IRA Award Change
March 10, 2022 A Note from 3rd Decade Over the short life of our program, we have served over 1,200 participants across multiple states and have seen an average networth change of over $43,000 for our graduates! Because of the amazing success our participants and program have seen, we are rapidly growing, expanding nationally, and […]
Blog Feature: “Dimensional at 40: Timeless Lessons from My Decades in Finance”
This week, we wanted to share a piece written by David Booth, Founder and Executive Chairman of Dimensional Fund Advisors. As some of you may know, Dimensional is collaborating with our program and continues to play a pivotal role in expanding 3rd Decade’s reach to young people across the country. This piece comes as Dimensional […]
