Taking control of your money starts by having a good understanding of basic concepts including budgeting, spending, and savings habits. This course is great for anyone who has future goals for their money but is struggling to make progress.
Do you feel overwhelmed and stressed when tax time comes around? If you’ve been looking for help filing your 2022 taxes like a pro, then our new course is the answer you’ve been looking for.
This course on retirement readiness is the perfect way to help you make the transition into retirement easier. It will give you a better understanding of what it takes to plan for a secure retirement. We will review various strategies to prepare financially for retirement, such as setting up a retirement fund, understanding investment and taxation implications, and strategies to pay off debt before retirement.
2022 was a year of inflation and increased interest rates. This adversely impacted people and their bank accounts nationwide, causing risky financial outcomes for thousands. Join this course to see how inflation and high-interest rates can be tackled in 2023.
April is Financial Literacy Month... stay tuned for opportunities to learn, engage, and win!
Cryptocurrency is becoming an integral part of monetary exchange to date. While this kind of currency is based within digital technology, cryptocurrency is slowly becoming a popular form of banking and investment alternative. Get to know cryptocurrency a little bit more in this course!
The decision to purchase a car can be one of the most exciting times in someone’s life. This course walks you through the buying process and pays particular attention to the car-buying process.
If you already have a financial advisor or you’re meeting one for the first time, it’s important to be prepared. Before you meet with a financial advisor, you want to make sure you’re hiring the best person for you and your situation. In this course, we highlight the best questions to ask your financial advisor.
Financial security is vital to every person and their finances. It’s important to have a plan in place to protect your income and personal assets. This course will take a deep dive into how insurance can maintain your financial security and enhance your overall financial wellbeing.
According to financial experts, the percentage of Americans in debt is around 80%. This course will examine the impact credit has on finances and how people can manage their credit with good management practices.
Most jobs in the U.S. come with a retirement account. But how exactly do these accounts work? Join this course to discover how exactly investments work in retirement accounts.
Estate planning is an important part of financial planning for 99% of Americans. Many people think estate planning is just for those who are super wealthy, but that just not true. Our Financial Coaches will help you understand why everyone needs a will and a plan in place just in case they expectedly pass away or become incapacitated.
