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

Last updated