Related to Online Course but Not associated with LeanDash
The Tax Free Roth IRA is my favorite TYPE of ACCOUNT and when it comes to the Tax Allocation Buckets in your Financial Plan, the Roth IRA may be a Golden Bucket for many investors.
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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.
4 Investment Strategies For investors who want to Maximize Returns and Minimize Risk Diversification Asset Allocation Dollar-Cost-Averaging Portfolio Rebalancing Instructions for Assignment Week 10 Here’s our recent Zoom Meeting (4 Investment Strategies): 4 Investment Strategies: Diversification Asset Allocation Dollar-Cost-Averaging Portfolio Rebalancing Week 10 Assignment for UH Students How to use Asset Allocation
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Insurance 101 Assignment: Add Home and Auto Insurance to Your Plan Insurance (Risk Management) is an essential element of Personal Finance. You’ll spend a lot of money buying insurance in your lifetime. So, a little insurance knowledge can help you Make Your Money Count. This week, we’re focusing on Property and Casualty insurance. In this
Debt Management Strategies Smarter Strategies and Better Results Meet Billy and Sally. This is one of our Financial Planning Case Studies in Money Study Group, and online course for students of Personal Finance at the Bauer College of Business at THE University of Houston. Below is our “Credit Crush” assignment. This case study helps to
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Smith Family – Case Study Sandy Smith Fact Set: Sandy, Recently Widowed (Sam passed in 2019) Three Grown children Sally (oldest child) has Special Needs 5 Grand Children (with more to come) Sandy recently lost the love of her life, Sam. Sam had been promoted to Director of Engineering for an
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Estate Planning for Parents Checklist Estate Planning is one of the hardest conversations you’ll ever have with your parents. Estate planning for parents can be a difficult conversation for many reasons. Some of those reasons are obvious but some of the issues don’t show up until well into the conversation. We’ve designed 5 Estate Planning
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Do you have student loans? Do you want to lower your monthly payment or pay off your loans faster? Maybe you’ve heard about different loan programs. How can you be sure if you’re eligible? Loan Consolidation, refinancing payment plans, and loan forgiveness programs can all be very confusing. Not sure what to do?
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Navigate Market Uncertainty with more clarity, confidence, and contentment. The stock market can feel like a wild ride at times. Sometimes the markets can be a little rough and you might find yourself a little lost. Market volatility can be scary. You may have questions like: What’s happening with my investments? Can I still retire?
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Trying to stay on top of your financial life? Well, now you can – with easy access to all of your finances. Anytime. Anywhere. We use cutting-edge technology to enable you to access all of your financial information: Via a web portal or From your phone. Secure on any network View and
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