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

Leveraging Good Debt vs Bad Debt

How Credit Can Help & Hurt

Paying Off Student Debt

Preventing Identity Theft

Understanding Your Credit Score

ESTATE PLANNING

Creating a Estate Plan

Estate Plan Checklist

Retirement Calculator

Creating A Holding Company

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

Finding The Right Investment

Fractional Shares

Getting started with Investing

Investment Calculator

Loan Money to Your Business the Right Way (and save on taxes!)

Socially Responsible Investing

Stocks Bond & Cash

Tax-Smart Investing

Maximize Returns with Diversification

Understanding Mutual Funds & ETF's

TAXES

Calculate Taxes

Income Tax Calculator

Income Taxes

Income Taxes for Children

Payroll Taxes

INSURANCE

Auto Insurance

Group Health Insurance

Individual Health Insurance

Insurance You Need

Group Health Insurance

Term Life Insurance

Whole Life Insurance

Critical Illness

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 (IRA)

Small Business Retirement Accounts

Understanding FDIC & SIPC Insurance