blog posts

What is your bank account doing for you? Are you earning a decent interest rate? What you should be looking for in an account and a comparison tool for interest rates.
Creating a Financial Plan

SA301: Bank Accounts-Checking, Savings, CD’s and TBills

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the

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Creating a Financial Plan

Sophomore Year Overview

SUMMARY OF SOPHOMORE YEAR We’ve completed our “Sophomore Year” now and have focused mainly on managing our personal risk through insurance.  Insurance is a vital part of a financial plan, so it’s very important to thoroughly go through your current policies and consider any additional insurance you may

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If you're considering purchasing a new or used car or leasing in the near future this is an awesome resource to analyze the numbers. This free(!) class includes a spreadsheet and step-by-step instructions.
Buying/Leasing a Car

ST203: Financial Guide to Buying or Leasing a Car

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the

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Fundamentals of selling a home - Everything you need to know to calculate how much you'll get from your home sale, including an editable spreadsheet!
Buying/Selling a Home

ST202: Fundamentals of Selling a House

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the

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Everything you need to know to buy and finance a home, including step-by-step instruction from making a list of your needs to researching the housing market, setting up financing and analyzing the true cost of home ownership.
Buying/Selling a Home

ST201: Basics of Buying a House

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by HERE for a complete list of classes currently available and HERE for more information about the

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