• Financial Goals Learning Module

Your Money in the Year Ahead

What You'll Learn

This course will show you how to decide what you want to accomplish in your life over the next twelve months so that you can then decide how to manage you money to support your progress.

  • Financial Goals Learning Module

Ready. Set. Retire!

What You'll Learn

Whether you are in your twenties or your sixties, there are several action steps you can take this year to make sure you are better prepared for retirement. Learn what actions you should take now based....

  • Financial Goals Learning Module

Debt Elimination

What You'll Learn

What would it be like to be completely debt free: no credit card payments; no car loan; no student loans; even no mortgage? Master the skills and habits it takes to use credit wisely and eliminate debt....

Financial Goals

Your Money in the Year Ahead

Do you have a plan for making the most of your money in the year ahead? What would you like to accomplish? How does your money need to support your progress? Learn how to identify what you want to do, why you want to do it, and how you will do it. This course covers the concepts and tools to you will need to set and reach your goals. Get ready to make the most of the next twelve months so that you can live your best life.

Your Money in the Year Ahead will show you how to decide what you want to accomplish in your life over the next twelve months so that you can then decide how to manage you money to support your progress. In this course you will learn:

  • The key questions you need to answer to determine what you would like to accomplish in one or more of your life’s eight domains of wellbeing.
  • How to understand and apply the three characteristics of happiness.
  • How to use tools to assess your current situation so that you can chart a clear path going forward.
  • How to use the performance spectrum and the six-step goal process to set and reach your goals.
  • Decide what your twelve-month objective is.
  • Identify three priorities based on your objective.
  • Convert at least one of your priorities to a well-crafted goal, financial or non-financial.
  • Calculate your net worth.
  • Clear about your current situation and what you want to accomplish over the next twelve months.
  • Confident in knowing you are in control over the progress you’d like to make.
  • Motivated to set and reach your goals.
  • Proud to live life the way you want.

Learn. Do. Be.

Financial Goals

Ready. Set. Retire!

Whether you are in your twenties or your sixties, there are several action steps you can take this year to make sure you are better prepared for retirement. Learn what actions you should take now based on your age and your answers to key retirement planning questions. This course will equip you with essential retirement planning concepts and tools and direct you to additional helpful resources.

Ready. Set. Retire! provides an introduction to retirement planning and savings. In this course you will learn:

  • The difference between the traditional and transformational approaches to retirement planning.
  • How to estimate how much money you might need in retirement savings.
  • How to prioritize retirement savings accounts.
  • The differences between pre-tax and Roth retirement savings accounts.

What You’ll Do

  • Decide which approach to retirement planning, traditional or transformational, is right for you.
  • Estimate the amount of retirement savings you would need to retire today.
  • Project the amount of retirement savings you might need at some future point.
  • Develop a plan to prioritize retirement savings and accounts.
  • Determine whether pre-tax or Roth is best for you.
  • Clear about how much you need to save for retirement and which types of accounts will be best for you.
  • Confident in knowing you have control over your financial future.
  • Motivated to contribute toward your retirement savings.
  • Proud to be a competent retirement planner and saver.

Learn. Do. Be.

Financial Goals

Couple managing the debt
Debt Elimination

What would it be like to be completely debt free: no credit card payments; no car loan; no student loans; even no mortgage? Master the skills and habits it takes to use credit wisely and eliminate debt. You can be debt free faster than you might imagine.

Debt Elimination provides options and concrete steps for you to reduce or eliminate debt. In this course you will learn:

  • Whether committing to a debt reduction plan is right for you.
  • How to identify your debt and its important parameters.
  • What the debt-to-disposable income ratio is and why it is important.
  • Outside sources of help in managing debt, including their pros and cons.
  • How to reduce or eliminate debt yourself.
  • Decide whether reducing or eliminating debt is right for you.
  • Complete a debt inventory.
  • Understand and use your debt-to-disposable income ratio.
  • Decide whether to manage debt yourself or seek outside help.
  • Develop a plan to eliminate debt yourself if that option is right for you.
  • Clear about your current debt situation and the best way for you to reduce or eliminate it.
  • Confident in knowing you have control over your debt.
  • Motivated to work toward your debt reduction goal.
  • Proud to know you can eliminate debt and live debt free.

Learn. Do. Be.

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