First Memories of Money Family Interview helps you can gain greater control over your spending and saving habits, ultimately leading to more mindful financial choices. Dive in to uncover the stories and lessons that have shaped your financial journey.
Regularly monitoring and taking steps to improve your credit can lead to significant financial benefits over time. Remember, good credit management is a long-term commitment but pays off with greater financial flexibility and opportunities.
Jim introduces the course and outlines the key topics and assignments students will cover this semester. The overarching goal is to teach students how to become a millionaire by age 50.
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
