Spending, Saving, and Budgeting
Develops and improves financial literacy and decision-making skills with a focus on
budgeting, creating healthy spending and saving habits, and understanding financial
Saving for Retirement
Focuses on achieving a financially secure retirement, emphasizing different retirement
plan structures, Social Security, how much to save, healthy savings habits, where to
invest, and how to minimize fees.
Financial Planning During Retirement
For anyone retired or planning to do so shortly, it focuses on investing, understanding risk, minimizing investment fees, Social Security, budgeting, annuities, long-term care insurance, and reverse mortgages.
“Finance 101” — Investing Your Retirement Savings
An in-depth understanding of investment strategy, asset allocation, understanding
risk/return trade-offs, and tax optimization for 401Ks and IRAs
The College Financial Aid Process
Explains the key issues around the college financial aid process, including understanding
the cost of college, how to finance it, the FAFSA form, the expected family contribution
calculation, and how much is reasonable to borrow.
Managing Your Debts
Focuses on the best strategies for borrowing money, repaying it, and creating spending strategies to enable you to manage the debt and develop a savings habit.
Evaluating and Compensating a Financial Advisor
Provides a roadmap to select, evaluate, and compensate a financial advisor.
Financial Literacy for College and Graduate Students
Develops financial literacy and decision-making skills for students with a focus on
spending, saving, budgeting, and student loans.