"The Basics of" Series

The basics of budgeting including how setting a budget can help achieve financial goals, the steps to set a budget and how your net worth can benchmark your progress.

The basics of managing debt including keys to taking on debt, good and bad debt, managing credit cards wisely, and understanding your credit card score.

The basics of investing including basic concepts along with knowledge to give the investor confidence and a sense of empowerment to form an investment strategy.

The basics of retirement planning including basic savings mantras, savings vehicles, and steps to achieving retirement saving success.

The basics of social security including full retirement age, benefits of waiting, and how to estimate your benefit.

The basics of estate planning including wills, trusts, probate, with the advantages of naming beneficiaries.