Temporary Parking
Banking
In Temporary Parking, you’ll learn about where to put your money for everyday expenses and short-term financial goals including:
• Banks and credit unions plus
online banking
• Different kinds of accounts
and CDs
• Credit/debit cards and mobile
wallets.
• Banks and credit unions plus
online banking
• Different kinds of accounts
and CDs
• Credit/debit cards and mobile
wallets.
Higher
Ed-ache
College Financing
In Higher Ed-ache, parents and prospective students can learn how to relieve the pains of paying for education beyond secondary school, including:
• Tips for saving
• Financial aid and working
while enrolled
• Student loans.
• Tips for saving
• Financial aid and working
while enrolled
• Student loans.
Experts Examined
Financial Advisers
In Experts Examined, you’ll
learn about:
• The different kinds of
financial advisers
• Pros and cons of working
with them
• How to choose the right
adviser for your situation.
learn about:
• The different kinds of
financial advisers
• Pros and cons of working
with them
• How to choose the right
adviser for your situation.
Space
Mission
Housing: Buy or Rent
Space Mission is about matching your living space with your financial well-being plan by learning how to:
• Make housing choices you
can afford
• Save on rent
• Prepare if you decide to buy
a home.
• Make housing choices you
can afford
• Save on rent
• Prepare if you decide to buy
a home.
A Nest Egg With Legs
Investing
A Nest Egg With Legs is about investing for your long-term goals. You’ll hatch a plan to:
• Understand diversification
• Review investments like stocks
and bonds
• Build and monitor your
portfolio.
• Understand diversification
• Review investments like stocks
and bonds
• Build and monitor your
portfolio.
Pain
Relievers
Reducing Debt
With Pain Relievers, you’ll learn how to ease the headache of borrowed money by:
• Getting out and staying out
of debt
• Decreasing your liability
• Saving for a rainy day.
• Getting out and staying out
of debt
• Decreasing your liability
• Saving for a rainy day.
Hope
Chest
Budgeting and Goals
In Hope Chest, you’ll learn how to take control of your finances and turn hope into reality by:
• Determining your net worth
• Creating a budget that includes
short-, mid-, and long-term
goals plus a rainy day fund
• Building the resources to
support the life you want.
• Determining your net worth
• Creating a budget that includes
short-, mid-, and long-term
goals plus a rainy day fund
• Building the resources to
support the life you want.
Give
& Take
Credit and Debt
Give and Take is about the credit you need and debt you don’t. You’ll learn how to:
• Identify bad debt and minimize
mistakes
• Review and improve your credit
• Control and protect it to
maintain healthy financial balance.
• Identify bad debt and minimize
mistakes
• Review and improve your credit
• Control and protect it to
maintain healthy financial balance.
Glass
Half Full
Happiness and Money
Glass Half Full is about living your best life with a wealth of tips about:
• Spending on what matters,
saving on what doesn’t
• Finding no-cost joy
• Feeling appreciation,
contentment, and happiness.
• Spending on what matters,
saving on what doesn’t
• Finding no-cost joy
• Feeling appreciation,
contentment, and happiness.
Duty, Duty, Due
Income Taxes
In Duty, Duty, Due you’ll learn about these income tax issues:
• Withholding, refunds, brackets,
and more facts
• Preparing and filing
with confidence
• Handling common concerns.
• Withholding, refunds, brackets,
and more facts
• Preparing and filing
with confidence
• Handling common concerns.
Necessities & Niceties
Major Purchases
In Necessities and Niceties you’ll learn smart strategies for big-ticket purchases like appliances, electronics, renovations, and vacations including:
• Planning and saving
• Budgeting and getting the
best price
• Protecting and upgrading
your investment.
• Planning and saving
• Budgeting and getting the
best price
• Protecting and upgrading
your investment.
Off Your Rocker
Retirement Planning
In Off Your Rocker, you’ll learn about:
• Deciding when you’re financially
ready to retire
• Savings plans, Social Security,
and other resources
• Ways to make the most of your
nest egg for future freedom.
• Deciding when you’re financially
ready to retire
• Savings plans, Social Security,
and other resources
• Ways to make the most of your
nest egg for future freedom.
Deals
on Wheels
Car Buying
Deals on Wheels is about buying, selling, and owning a vehicle. You’ll learn how to:
• Choose an affordable vehicle
for your needs and lifestyle
• Pay for it within your budget,
then maintain it
• Be comfortable with these
decisions for your financial
well-being.
• Choose an affordable vehicle
for your needs and lifestyle
• Pay for it within your budget,
then maintain it
• Be comfortable with these
decisions for your financial
well-being.
Said
& Done
Estate Planning
In Said and Done you’ll learn about estate planning, including how to:
• Get your financial affairs
in order
• Shape your legacy and protect
your assets to support
loved ones
• Make sure your wishes are
carried out.
• Get your financial affairs
in order
• Shape your legacy and protect
your assets to support
loved ones
• Make sure your wishes are
carried out.
Ill
Advised
Health Insurance
In Ill Advised, you’ll learn:
• The importance and
components of health
insurance
• How to choose the right
coverage and plan for you
• Ways to save on healthcare
expenses.
• The importance and
components of health
insurance
• How to choose the right
coverage and plan for you
• Ways to save on healthcare
expenses.
Hedging
Your Frets
Insurance: Home, Auto, Life
In Hedging Your Frets you’ll learn how to use insurance wisely to:
• Protect your loved ones,
property, health, and future
• Prepare for the unexpected
• Prevent financial stress.
• Protect your loved ones,
property, health, and future
• Prepare for the unexpected
• Prevent financial stress.
Extra!
Extra!
Making Extra Money
In Extra! Extra! you’ll learn how to increase income and manage it so you can:
• Reach your financial goals
faster
• Pay down debt and build an
emergency fund
• Treat yourself guilt-free while
saving for the future.
• Reach your financial goals
faster
• Pay down debt and build an
emergency fund
• Treat yourself guilt-free while
saving for the future.
A Penny Saved
Saving and Spending
In A Penny Saved, you’ll learn:
• How to balance needs with
wants and be motivated by
future goals
• Choose when to pay with
cash/debit
• Stay on track with your budget
and cashflow.
• How to balance needs with
wants and be motivated by
future goals
• Choose when to pay with
cash/debit
• Stay on track with your budget
and cashflow.
Francis LLC’s CFPs (Certified Financial Planners)
have reviewed our Right On the Money content.