Financial Checklists for 2022
Financial Checklists for 2022
Financial Checklists for 2022 Read More »
October 2022
Money Study Group
Money Study Group is an online self-study self-paced course designed to help students create a compelling financial plan while learning how to become a millionaire by age 50.
Financial Coaching for DIY Investors
Online Financial Coaching is a powerful process designed to help you create a customized financial plan to manage the risk and opportunity of everyday life, recover from the unexpected, and realize your highest purpose.
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CFP Event for UH Students November 4, 2022
Attend this free event, you can learn more about careers in financial planning, scholarships, and CFP® certification – and earn 25 points extra credit in Personal Finance at the Bauer College of Business at University of Houston.
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Homeowners Insurance Premium How to Make Edits
When you add yoyur Homeowners Insurance Premium to your plan, you need to make edits in the Property Data Card, Watch this video to see How to Make Edits to Homeowners Premium in RightCapital.
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Investment Strategies Notebook
4 Investment Strategies for investors who want to Maximize Returns and Minimize Risk over time, PLUS The Perfect Investment
Investment Strategies Notebook Read More »
Adding Home and Auto Insurance to Your Plan
When adding home and auto insurance to your financial plan, its important to pay attention to each field in the “Data Cards” so that your plan reflects the coverages and deductibles you selected for your car and your home.
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Recession-Proofing Strategies
Recession-Proofing Strategies for Your Retirement… Whatever the future holds, a little planning goes a long way. When you’re ready to talk about your financial future – we’re ready to listen.
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Roth 401k
Roth 401k allows you to contribute after-tax money now so that you can withdraw your money later – tax-free – once you reach 59.5 years of age. A traditional 401(k) allows you to make Pre-Tax contributions that require taxes to be paid at time of withdrawal.
Capstone 100 Point Deduction
Each of these key numbers (ending plan value in excess of $5,000,000 and Debt Strategy Savings of $1,000,000 or more) can result in a 50 point deduction in your Capstone assignment – yes, that’s 50 points each and a 100 total point deduction on your 200 point Capstone Assignment!
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