FINANCIAL FITNESS CENTER COURSES

Transcription

1 Primary Subject Accounting Accounting Accounting Estate Planning Estate Planning Estate Planning ETFs ETFs Financial Institutions Tutorial Understanding the Balance Sheet Understanding the Income Statement Understanding the Statement of Cash Flow and Money Market Investments Buying Introduction to Government Introduction to Municipal Taxes in Bond Investing Treasury Inflation-Adjusted Securities US Savings Deferring, Cancelling, or Defaulting on Your Student Loans Repaying Your Student Loans Overview of the Probate Process Powers of Attorney and Advance Medical Directives Understanding Estate Planning Are ETFs right for you? Exchange-Traded Funds Consumer Credit Counseling Agencies Automatic Savings and Investment Plans Avoiding Taxes at Retirement Bankruptcy and Its Alternatives Budgeting for Retirement Budgeting Made Simple Building a Budget Building an Emergency Fund Choosing a Credit Card Corporate Retirement Plans Create a Financial Action Plan -- Keep It Simple

2 Credit Determining Retirement Needs Establishing Credit for the First Time Establishing Health Savings Accounts Financial Aspects of Getting Married Financial Considerations in Divorce Financial Issues for New Parents Financing a Major Purchase Flexible Spending Accounts How to Contribute to Retirement Plans How to Rebuild Bad Credit How Your Daily Habits Impact Your Wallet Introduction to 401(k) Plan Fees Introduction to 401(k) Plans Introduction to 403(b) Plans Introduction to 457(b) Plans Introduction to Credit Cards Introduction to Debit Cards Introduction to Defined-Benefit Pension Plans Introduction to Employee Benefits Programs Introduction to Health Savings Accounts Introduction to Identity Theft Introduction to Individual Retirement Accounts (IRAs) Introduction to Medicare Introduction to Retirement Planning IRA Deductions IRA Distributions Keogh Plans Lifestyle Planning Making Contributions to Health Savings Accounts

3 Making the Most of Your Paycheck Managing Your Debt Paying for Health Care in Retirement Personal Finance Basics Planning for a Large Purchase Planning for Long-Term Care Principles of Programs That Can Help You Responding to Identity Theft Retirement Risks Retirement Withdrawals Saving for Short, Mid and Long-Term Goals Shopping for a New Car Shopping for a Used Car Social Security, Medicare and Retirement Special Types of Individual Retirement Accounts Stop Wasting Money on Fees Tax-Deferred Retirement Plans The Language of Retirement Planning The Roth IRA Things to Ask Yourself about Large Purchases Understanding and Avoiding Fraud and Scams Understanding Your Payroll Taxes When You re Overwhelmed by Debts Where to Live in Retirement Women and Retirement Working and Living in Retirement Young Couples and Money Annuity Risks Choosing a Health Plan

4 Investment Analysis Investment Analysis Choosing Life Deferred Annuities Disability Fixed Annuities Group Term Life How Long-Term Care Works HSA-Qualified Health Introduction to Annuities Introduction to Buying Long-Term Care Introduction to Term Life Is Long-Term Care Appropriate for You? Long-Term Care Underwriting and Premiums Paying for Healthcare Property and Auto Tax Aspects of Long-Term Care Variable and Universal Life Variable Annuities Whole Life Broker Services Capital Gains Creating a Dividend Reinvestment Plans Evaluating Risk Investment Earnings Investment Goals Make Compound Interest Work for You Understanding Bull and Bear Markets Analyzing Investments Tools and Tips to Evaluate Investments Asset Allocation and the Investment Time Horizon

5 Other Investments Other Investments Other Investments Dollar Cost Averaging Introduction to Investing for Income Long-Term Investing Market Timing Retirement Investing Strategies Risk Tolerance The Importance of Diversification Value Investing Asset Allocation Balanced Benchmarks for Funds Conservative Five Questions to Ask Before Buying a Mutual Fund Fund Warning Signs Growth Introduction to Index Funds Introduction to Money Market Funds Introduction to Is Your Retirement on Track? Life-Cycle Funds Mutual Fund Earnings Mutual Fund Expenses Sector-Fund Investing Taxes on Mutual Fund Income When to Sell a Fund Choosing a Savings or Checking Account Introduction to Deposit Accounts Money Market Deposit Accounts Avoiding Overlap When Building a

6 Core vs. Noncore Investments Creating Your Investment Policy Statement Determining Your Asset Mix How to Inflation-Protect Your How to Invest for Intermediate-Term Goals How to Invest for Short-Term Goals How to Withdraw from Your in Retirement Rebalancing Your Steps to a Suitable The Best Investments for Tax-Deferred Accounts The Bucket Approach to Retirement Allocation When to Sell an Investment Buying Your First Home Federal Help to Prevent Foreclosure Home Ownership How to Avoid Foreclosure How to Finance a Home Primer on Selling Your Home Refinancing Mortgages Renting an Apartment Reverse Mortgages Finding Annual and Quarterly Reports Sources of Company Information 20 Stock-Investing Tips Buying and Selling Stock Gathering Relevant Information about Companies Growth Introduction to Convertibility Introduction to Financial Statements

7 The Money Market Introduction to Learn the Lingo--Basic Ratios Psychology and Investing Small, Mid, and Large-Cap Start Thinking Like an Analyst The Stock Prospectus Types of Stock Types of Stock Accounts Using Financial Planners Using Financial Services Wisely Value Weighing Management Quality Getting Your Taxes Done Introduction to Taxes and Investments Reporting Investment Income on Your Federal Tax Returns Surviving IRS Tax and Audit Challenges Tax Deductions for Selling Your Home Tax Sheltering The Basics of Tax Planning What Tax Relief Can You Get for Your Home? Introduction to Certificates of Deposit (CDs)