Transition Whatcom

Personal Finance Workgroup

Information

Personal Finance Workgroup

We agree that people and households that are financially secure are more resilient, and our community will be more resilient if its members are more financially secure.

Members: 40
Latest Activity: Sep 2, 2013

Discussion Forum

Initiative to start a public Washington state bank gets some press

Started by Rob Olason. Last reply by Shirley Jacobson Dec 29, 2011. 2 Replies

Thought this article by Ellen Brown of Truth Out might be of interest to this group. "Bills were introduced on January 18, in both the House and Senate of the Washington State Legislature, that add…Continue

Legalize Local Investing

Started by David MacLeod. Last reply by Patricia Herlevi Dec 7, 2011. 1 Reply

See my cross-post of Asher Miller's "A Funny Thing Happened on the Way to…Continue

Move Your Money Campaign

Started by Shirley Jacobson. Last reply by Maxine Walker Oct 17, 2011. 23 Replies

I am copying Katie's comment here first so that all comments related to this discussion will be together.Continue

Poverty/Unemployment and Sustainable Economics

Started by Behrouz. Last reply by Behrouz Aug 31, 2011. 4 Replies

Optimal personal finance management requires knowledge of the short and long-term economic trend.  How we allocate our life energy and resources individually and collectively will affect our quality…Continue

Comment Wall

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Comment by Judith Culver on May 19, 2013 at 1:16pm

Hello, fellow personal finance enthusiasts,
Activity on this group has waned since a few years ago when we were actively campaigning for “move your money”. An active group move off and formed the Whatcom Investing Network (WIN). We meet monthly and provide an active venue for local businesses seeking funding to meet local investors. We have around 25 active investors and a membership twice that. We have loaned almost $700,000 to 10 local businesses. The best part is the excitement we feel becoming friends of business owners and really helping them move their businesses forward.
With two years of experience behind us, we are spreading the word to people who are ready to become active investors. Our experience has been that most businesses seek a minimum investment of $10,000 (occasionally $5000 or less) from each investor because they can only reasonably service a limited number of loans. A member does not need to invest or pay any other fee to join. Some are learning and getting ready.
We have been offering training to members and others to improve our ability to evaluate opportunities.
Next Wednesday, May 22 from 7-9 pm we are offering “Understanding Financial Statements-Beyond the Basics” given by one of our members, who is a CPA and experienced instructor. If you want to find out more about the content and location, contact me at judithculv@hotmail.com or through the transition website.
Lastly, you can find out about WIN and our events at our website www.whatcominvesting.org or from me. We would welcome your friends too if you know anyone who might be interested.

Comment by Judith Culver on February 2, 2013 at 12:10pm

I have a friend looking for a financial advisor/investment service.  She is pretty sophisticated about finance but is not able to use the internet.  She needs assistance with transactions and reporting.  She's thinking maybe a fee-based advisor.  Also someone who would understand her concerns about US currency and stock market. Anybody got an idea for her?  Please contact me at judithculv@hotmail.com.

Comment by Monica Sjursen on November 1, 2012 at 1:13pm

Does any of you know of a Financial Planner that is clued into Peak Oil and Transition that you can recommend?  Thank you so much!

Comment by warren miller on October 11, 2012 at 11:56am

Don't forget to attend the next TW Quarterly potluck and membership meeting on Oct 21st at 2:30PM at the Cordata COOP. You can update the membership on any recent activity and invite new work group members.

http://transitionwhatcom.ning.com/events/transition-whatcom-assembl...

Comment by Molly Fogelsong on March 11, 2012 at 11:13am

I am with a local non-profit that teaches financial literacy through assets based community development.. we also bank with local credit unions and feel strongly about keeping our money local. 

 

Comment by Judith Culver on January 19, 2012 at 10:38am

The WIN meeting for tonight has been cancelled and has been rescheduled for Tuesday, Jan 31.  All the details remain the same.

Comment by Judith Culver on January 7, 2012 at 5:36pm

The Jan 19 Whatcom Investing Network meeting is open to everyone.  The event is posted here: http://transitionwhatcom.ning.com/events/whatcom-investing-network-...

We are welcoming new members and business opportunities. 

Comment by Judith Culver on January 4, 2012 at 2:10pm

Of course I wrote it wrong.  Laurel is the cross street on Mason.

Comment by Judith Culver on January 4, 2012 at 2:09pm

The Personal Finance workgroup meeting is at the home of a member.  Mason intersects with Ellis where it changes to Samish Way.  Laurel is the cross street on Maple.  920 is on the left as you go toward the Arboretum.

Comment by Judith Culver on December 28, 2011 at 3:16pm

Patricia, thank you for letting us know your ideas and generating some discussion.  This workgroup founded a Transition Whatcom spinoff, Whatcom Investing Network.  Local people in this network (called WIN) are seeking investments in sustainable businesses.  When you have made contacts and put together a proposal, remember this as a possible source of funding.  Here's the link: www.whatcominvesting.org.

 

 

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