
Budget 101
Process of Creating a Budget

Importance of Credit
What Creates Your Score and How to Improve and Manage It

Credit Cards Do’s and Don’t’s
When and How to Use It, Looking for Extras from Credit Card Companies

Financial Checklist
Creating a Goal-Based Financial Road Map and Organizing Financial Documents

Purpose of Saving
How Budget Development and Financial Checklist Lead to Retirement

Home Mortgages
What Type A Loan Is Right for Me and Determining How Much for The Down Payment

Do I Need Insurance
Assets vs Liabilities Is Determinant for Insurance

Power of Compound Interest
Dollar Cost Averaging and Developing A Savings and Investing Checklist from Your Budget

Owner Operated Business
Loans Do’s and Don’t’s

Tax Planning For 1099’s
How to Save Money on Taxes