Table Of Contents

1.1 Health Insurance

• Health Insurance

• Tiers Of Health Insurance

• HSA, FSA, & HRA

1.2 Advanced Health Insurance

• COBRA Insurance

• Medicare & Medicaid

1.3 Auto Insurance

• Auto Insurance

• Optional Auto Insurance Coverages

1.4 Life & Property Insurance

• Life Insurance

• Homeowners Insurance

• Renters Insurance

• Umbrella Insurance

2.1 Preparing Your Application

• Creating Your Resume

• Creating Your Cover Letter

2.2 The Job Search Process

• Informational Meeting

• Preparing For An Interview

3.1 Introduction To Personal Finance

• The Seven Investments

• Types Of Bank Accounts

• Types Of Budgets

3.2 Investing & Budgeting

• Stocks, Bonds, ETFs, & Mutual Funds

• Annuities

• Diversification

• Investment Cycle

3.3 Credit & Debt Management

• Overview Of Credit

• Secured Credit Cards

• Credit Card Interest

• Managing Debt

• Dangers Of Predatory Lending

3.4 Advanced Financial Concepts

• Traditional vs. ROTH

• Investing Now vs. Later

• Debt Consolidation

3.5 Financial Planning & Regulation

• Types Of Financial Advisors

• Financial Regulatory Agencies

4.1 Tax Basics

• Types Of Taxes

• Property Tax

• Tax Terms

4.2 Understanding & Filing Taxes

• How Do Taxes Work

• Common Tax Mistakes

• How To File Taxes

4.3 Specific Tax Situations

• Side Hustle Taxes

• New Job Paperwork

• Capital Gains

• Tax Credits For Education

5.1 Understanding Credit & Mortgages

• Establishing Credit

• How To Have A Great Credit Score

• Debt-To-Income Ratio

• How Employment Affects The Mortgage Process

5.2 The Home Buying Process

• Types Of Properties You Can Buy

• Best Time To Buy And Sell A Home

• Home Purchasing Process

• Placing An Offer On A Home

• Appraisals

5.3 Financing A Home

• Sources For Down Payments

• Insurances Required With A Mortgage

• Types Of Income You Can Use

• Available Loan Programs

• Fixed vs. Adjustable Rate Mortgages

• Refinancing

• Private Mortgage Insurance

5.4 Mortgage Details & Considerations

• Implications Of Declaring Bankruptcy

• Escrow

• Renting vs. Buying

• Direct Lender vs. Mortgage Broker

• Mortgage Pre-Approval

• Mistakes To Avoid When Getting A Mortgage