Master Your Finances
Interactive lessons designed to give you clarity and confidence.
1.
Financial Literacy Basics
The fundamentals of managing personal finances, budgeting,
and saving.
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2.
Investment Accounts
Understand different accounts and how to choose
trustworthy advisors.
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3.
Choosing Stocks
Strategies to select dividend-paying stocks and understand
risks.
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4.
Share Dilution
How issuing new shares affects ownership and value.
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5.
SS & Pensions
Social Security benefits, private pensions, and income
combinations.
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6.
Power of Compounding
Why time is your greatest financial ally.
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7.
Fixed Income Budgeting
Creating a sustainable budget when living on a fixed
income.
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8.
Inflation & Money
How the rising cost of living impacts savings.
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9.
IRAs: Trad vs. Roth
Comparing tax benefits and withdrawal rules.
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10. Estate Planning
Wills, trusts, and passing on assets.
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11. Financial Scams
Identifying and protecting yourself from fraud.
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12. Annuities
A guide to annuity types and income needs.
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13. Managing Debt
Strategies for reducing debt on a fixed income.
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14. Long-Term Care
Costs of care and insurance options.
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15. Digital Safety
Protecting online accounts and personal info.
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16. Mutual Funds & ETFs
Diversification with minimal effort.
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17. RMDs
Required Minimum Distributions explained.
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18. Roth Conversions
Analyzing tax implications of conversions.
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19. Medicare
Parts A, B, C, D and budgeting for health.
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20. Reverse Mortgages
Accessing home equity: pros, cons, and alternatives.
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21. Gifting Strategies
Rules for gifting and minimizing estate taxes.
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22. Advanced Tax Strat.
Tax-loss harvesting, QCDs, and more.
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23. Portfolio Rebalancing
Adjusting investments to match risk.
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24. Tools & Calculators
Helpful online calculators for planning.
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