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Ongoing Financial Planning

SCHOOL OF PERSONAL FINANCE

Where Education and Real Life Come Together

Personal Finance Education

403b Plan Education

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Quizzes and Resources

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Learn about these Financial Topics

Credit Cards

Learn how credit cards work.

Term Life Insurance

Term Life Insurance

What is Term Life Insurance

Auto Insurance

What is auto insurance

Disability Insurance

Disability Insurance

What is disability insurance

Mortgages

What are the different types of mortgages

IRA's

Traditional IRA's, Roth IRA's,Sep IRA, Inhertied IRA

Estate Documents

Estate Documents

Will, Power of Attorney and Health Care Proxy

Self Employed Plans

Self Employed Plans

Small Business structures, retirement plans and insurance

Homeowners Insurance

Homeowners Insurance

Learn all about Homeowners Insurance

Stocks, Mutual Funds, ETF's

Stocks, Mutual Funds, ETF's

Wall St. Products

Bonds, Debt

Learn about bonds and debt instruments

Rental Real Estate

Rental Real Estate

Real Estate Investing

Retirement Plans

Retirement Plans

401k, 403b, 457, Pensions

Banking

Checking, Savings, Money Market, CD's

Health Insurance

Health Insurance

Learn about Health Insurance

College Savings

College Savings

How am I going to save for college? What is a 529 plan?

Peer to Peer Lending

Peer to Peer Lending

How does peer to peer lending work

Commodities

Gold, Silver, Oil & Gas,

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