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Managing Your Money
- Creating a personal budget
- Making your money work for you
- Using online resources and ATMs to make finances simple and convenient
- Keeping records organized
- Is investing in your future?
- Stocks, bonds, and mutual funds
- Annuities Investment approaches & strategies
Intermediate Investing Techniques
- Why do institutional investors consistently beat individuals?
- Can individual investors close that gap?
- Seven deadly sins of investing.
- Three keys to long term investing success.
Your Route to Home Ownership
- Is ownership right for me?
- How much house can I afford?
- What types of mortgages are out there?
- Will I be able to get financing?
Preparing to Buy a Home
- Is my credit report important?
- Steps to take before you buy
- Is getting pre-qualified important?
Buying a new vehicle?
- Where do I start?
- Should I have a plan?
- When is the best time to buy?
- How do I get the best price?
- When do I negotiate a trade-in?