The Blueprint for Financial Success is a metaphor for the Financial Planning Process. As we wrap up our course in Personal Finance, your assignment for Week 12 is to summarize what you learned.
Tax Advantaged Investing Strategies includes the idea of Tax Allocation. Tax Advantaged Investing is the 2nd Law of Personal Finance and in this lecture, we’ll unpack why Tax Allocation matters.
In this assignment, you will calculate the cost of retirement using an online Retirement Calculator and you will get a chance to play around with Asset Allocation in your RightCapital Planning Portal.
Insurance Planning 101 focusing on Property and Casualty insurance. You’ll spend a lot of money buying insurance in your lifetime. So, a little insurance knowledge can help you Make Your Money Count.
GroupMe Class Collaboration for Personal Finance questions, answers, and much much more. This week’s class collaboration element is your opportunity to tell me how well GroupMe is working for YOU
After you enroll in the course, you’ll have access to everything. Watch the first 3 Vidoes and Meet Your Coach on Zoom anytime.
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