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Online Financial Resource Center

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Financial Education Center

 

Growing Wealth

Protecting Wealth

Life Planning

 

BENEFITS OF INVESTING

Investing is an integral part of any plan to build long-term wealth.  The stock market has grown at a faster rate than almost any asset in American History.  If you rely on your income alone you will be a disadvantage over the long-term.

Watch our summary video(s) below or read the details by clicking our pdf: 

 

SAVING FOR RETIREMENT

One of the main reasons people invest is to ensure that they can build their wealth so that they can retire one day.  In order to encourage Americans to save more the government actually gives big tax breaks depending on what type of investment account you put money into

Watch our summary video(s) below or read the details by clicking our pdf: 

PAYING OFF DEBT

 

Most people have some form of debt throughout their entire life.  Understanding how to approach the repayment of debt will have a big impact on your ability to build longterm wealth.

Watch our summary video(s) below or read the details by clicking our pdf: 

SAVING FOR CHILDREN'S EDUCATION

 

Most people have some form of debt throughout their entire life.  Understanding how to approach the repayment of debt will have a big impact on your ability to build longterm wealth.

Watch our summary video(s) below or read the details by clicking our pdf: 

LIFE INSURANCE

 

Most people have some form of debt throughout their entire life.  Understanding how to approach the repayment of debt will have a big impact on your ability to build longterm wealth.

Watch our summary video(s) below or read the details by clicking our pdf: 

FINANCIAL SAFETY NET

 

The first step to building long-term wealth is ensuring you have a safety net for the unexpected challenges life will inevitably throw at you...

Watch our summary video(s) below or read the details by clicking our pdf: 

DISABILITY INSURANCE

 

As a working professional you are significantly more likely to become disabled than die.  Unfortunately, disability insurance policies can differ alot so you need to understand what you are buying

Watch our summary video(s) below or read the details by clicking our pdf: 

WRITING A WILL

 

Many people think that writing a will is complicated, but it doesn't have to be.  Although it is not as obvious as investing or saving writing a will can be one of the most important ways to protect the wealth you are building.

Watch our summary video(s) below or read the details by clicking our pdf: 

BUYING A HOME

 

Why pay someone else rent when you can own your own property, right?  Just make sure you are prepared for the process of buying a home....because it is quite a process

Watch our summary video(s) below or read the details by clicking our pdf: 

HOSPITAL 403B

 

Company-sponsored investment accounts like 401K and 403Bs can be great but they come with lots of pros and cons so make sure you know how to take advantage or these unique retirement accounts

Watch our summary video(s) below or read the details by clicking our pdf: 

GETTING MARRIED

 

We hope you live happily ever after but to do so you need to make sure you and your partner are on the same page when it comes to finances. 

Watch our summary video(s) below or read the details by clicking our pdf: 

Want to Be More Educated on what is happening in the stock market? Sign up for our "Money Monthly" email when we send out a easy-to-understand summary once a month.

 

Financial Calculators

Find out how much you should have in your bank account as an emergency fund

(It is recommended to keep 3-6 months worth of expenses)

Find out why investing a small amount each month makes a big difference over time

Find out how much it will cost you to buy that house or apartment