top of page

 
 FINANCIAL  PROFICIENCY

Essentials

Gaining proficiency in the fundamentals will empower you to take control.

Your Life

Embrace a fulfilling life through wise financial decisions.

Money Talk

Where personal finance becomes intimate.

Teaching Kids

Empower children to establish a foundation for lifelong financial well-being.

GOALS & BUDGETING

Budgeting

Budgeting Calculator

Financial Planning

Organizing Your Financial Life

Planning Your Charitiable Giving

Setting Goals

Your Personal Net Worth

CREDIT & DEBT

Good Debt Vs Bad Debt

How Credit Can Help & Hurt

Paying Off Student Debt

Preventing  Identity Theft

Understanding Your Credit Score

SAVINGS

8 Savings Fundamentals

Making the most of Your Paycheck

Saving for an Emergency

Why You Should Save & How Much

INVESTING

Benefits of Compound Growth

Creating A Investment Plan

Investment Calculator

Finding The Right 

Fractional Shares

Getting started with Investing

Socially Responsible Investing

Stocks Bond & Cash

Tax-Smart Investing

The Advantage of Diversification

The Importance of Monitoring & Rebalancing

Understanding Mutual Funds &ETF's 

TAXES

Calculate Taxes

Income Tax Calculator

Income Taxes

Income Taxes for Children

Payroll Taxes

Tablet with Stylus

INSURANCE

Auto Insurance

Group Health Insurance

Individual Health Insurance

Insurance You Need

Group Health Insursce

Life Insurance

Long-term Care Insurance

Understanding Medicare

TYPES OF ACCOUNTS

Choosing The Right Accounts

College Savings Account

Custodial Accounts

Employer Sponsored Retirement Accounts

Individual Retirement Accounts

Small Business Retirement Accounts

Understanding FDIC & SIPC Insurance

bottom of page