/ 200-Level (Intermediate)

200-Level (Intermediate)

Start here if you’re looking for more in-depth knowledge on personal finance topics such as advancing your career, eliminating your mortgage, diversifying your investments, increasing your earning power or starting your own business.

Nothing Happens Without a Plan

Nothing Happens Without a Plan

October is Financial Planning Month. Of course, it’s also Adopt a Shelter Dog Month, Breast Cancer Awareness Month, Domestic Violence Awareness Month, Global Diversity Awareness Month, National Bullying Prevention Month, Estate & Gift Planning Awareness Month, and more. There’s plenty of awareness, appreciation, and support-worthy…

Ways to Gift the Next Generation Financial Security

Ways to Gift the Next Generation Financial Security

Congratulations! Perhaps you’ve just become a new mother. Or maybe you’re just starting to get your finances in order. Either way, these are both important milestones that deserve recognition.  As a parent, your number one priority is most likely saving for your kids’ future and…