Purpose-Centered Financial Planning is focused on What Matters Most. A holistic approach that connects your financial decisons to your Vision, Values, and Purpose.
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
Clear Your Cache because Clearing the cache in your browser is an important maintenance step for ensuring that your internet browsing experience remains fast and secure and it will fix this problem, too!
Credit Crushing Capstone Preview combines the Credit Crush assignment with a Preview of the Capstone assignment which is worth 200 points, for students who want to work ahead.
Capstone Preview for students who want to Create a Capstone Report to Illustrate Your Financial Plan well in advance of the Capstone Assignment so that you Earn 200 of the 950 Points Needed for an “A”
