According to the AICPA, the lack of financial literacy is a national threat for every income group in our society.
360 Degrees of Financial Literacy
360 Degrees of Financial Literacy is a multi-faceted public service program organized by the AICPA and FICPA, that equips CPAs to take a broad leadership role in educating the public – from school children to retirees – about sound financial practices that apply to their particular stage of life. Our firm is committed to participating in this program by serving as financial literacy advocates, volunteering to speak to community groups, civic organizations, schools, senior centers and others about financial literacy positions.

Contact us about financial literacy group presentations.


More statistics...

A 2004 statewide survey of Floridians released by Mason-Dixon Polling & Research Inc. indicates a significant gap between financial preparedness and financial readiness. Survey findings include:

  • More than one-third of those surveyed have more debt than savings or investments
  • About 25 percent are putting nothing aside each month for retirement, while another 25 percent waited until they were in their 40s or 50s
  • 56 percent of Floridians report placing nothing aside each month for an emergency
  • Almost 1 in 5 report having suffered a financial crisis due to medical expenses, a job loss, or a divorce
  • More than 80 percent of Floridians have credit cards and more than 50 percent report current debt levels ranging from $2,000 to $20,000
  • While many Floridians appeared to be falling short of successfully managing their own wealth and finances, a majority wanted to see the youth of Florida better educated in financial matters.

Click here to view financial literacy resources for every life stage.
Contact us if you are looking for a presentation/speaker for your group.



LEON D. GOLDSMITH, CPA, PA
Phone: 239-489-1040
Fax: 239-489-1042
1560 Matthew Drive, Suite C - Fort Myers, FL 33907 - Leon@GoldsmithCPA.com


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