Pre-work 1. What are you goals? For example, wealth accumulation, saving up for X, financial independence, ..
The above flow diagram illustrates savings accounts and their tax implication. Open the PowerPoint slides ..
Khan Academy, in partnership with Visa, has a 20-part Series on Personal Finance and Investment that ..
Find out more about the loans you take out to buy a home.
What it is, how it originated, types of bankruptcy and more.
An overview on the rates affecting your debts and loans.
Learn how long it will take for your money to double.
What compound interest is and how it impacts your savings.
Find out what it means to buy a bond.
Why bond prices move inversely to changes in interest rates.
What does it mean to buy stock in a company?
What they are and how they differ from other IRAs.
An explanation of how the rate is calculated and more.
How items are taxed after a person passes away.
An overview on investing in mutual funds.
A tutorial on the most common types of life insurance.
Why the value of money isn't just about what you have today.
Learn how interest rates are tied to specific types of mortgages.
A tutorial on how the cost of goods and services change over time.
What is it and how does it affect the taxes you pay?
Introduction to 401(k)s
Introduction to Roth IRA's
The institutions involved in processing your credit credit and how they relate to each other.
An employee stock purchase plan (ESPP) is a company-run program in which participating employees can purchase ..
For example, let’s say a fund generates 50% return in 2012 and then -50% in 2013. $1,000 in that ..