Course 4–Funding Financial Goals

Course 4–Funding Financial Goals

Course Overview To ensure money is available to pay the cost of achieving our financial goals managing income and expenses is crucial. If expenses exceed income on a regular basis, meeting financial goals, such as buying a car or house, establishing an emergency...
Course 5–Purchasing Using Credit

Course 5–Purchasing Using Credit

Course Overview Used properly, borrowing money or going into debt can help us own a home, get an education, buy a house/condo or  buy a business.   By understanding how debt can work for us to help achieve our goals as well as work against us and hindering our ability...
Course 6–Protecting Your Assets

Course 6–Protecting Your Assets

Course Overview Protecting the financial costs of replacing the assets we have worked hard to acquire provides many with a peace of mind.  Purchasing  insurance provides the financial support and reduces the uncertainties in the event we should suffer a premature...
Course 7–Building Wealth

Course 7–Building Wealth

Course Overview We all have different ideas of what it means to have financial wealth.  For some building financial wealth would mean having the resources to pay bills each month while others may want to fund retirement with multiple streams of income.   Regardless...
Course 8–Stocks, Bonds, and Other Investments

Course 8–Stocks, Bonds, and Other Investments

Course Overview Investing in paper assets like stocks, bonds, and mutual funds form the cornerstone to building wealth.  Once SMART financial goals are determined paper assets can be used to help meet needs.   Selecting the right paper asset class that corresponds to...