Develop Financial Character

Becoming Knowledgeable: Investments and the Economy

You have probably heard the word “economy” discussed in the news. It sounds important, but what does that mean and how does it relate to you and your investments?

Becoming Attentive: Taxes & Brackets

Everyone has heard the saying that nothing is certain except for death and taxes. Both of these are scary things for people. However, by learning a little about taxes, you can make smart decisions to ensure you understand how you can optimize your resources.

Becoming Diversified: Asset Allocation

We’ve all heard someone claim they know the secret to investing. Or that they know the next thing to invest in to get rich quick. This sounds great, but you know there has to be a risk, right?

Becoming Loan Savvy: Student Loans

Perhaps when you were in college you had to quickly sign for a loan so that you could get in to school.

Becoming Celebrated: Risks in Retirement

  Do you want to retire as early as possible? Or do you love what you do and plan to continue working forever?

Becoming Satisfied: Owning and Renting Real Estate

Have you ever met someone that owns multiple houses? Did you assume they were wealthy before they got the properties, or wonder if that’s how they became wealthy?

Becoming Satisfied: Building Up Credit

Woohoo! You are online applying for your first credit card; you can’t wait to receive that shiny new card in the mail so you can take yourself on a well-deserved shopping spree. But then…your application is declined. 

Becoming Celebrated: Spend Down and Income Planning

Have you ever heard someone talk about having their "number" for retirement? 

Becoming Noteworthy: Business Incorporation and Cashflow

Ever wonder why there are different types of businesses? Shouldn't everything just be a business or not a business?

Becoming Enlightened: Financial Statements and Documents

One thing that schools actually do teach about money is financial documents. The tough thing is that typically it's only taught in college level classes that focus on business management or accounting.