Personal Finance

Overview

Importance
Overall Plan
Investor Policy Statement
Budgeting
Basic Finance

Asset Allocation

Risk Assessment
Stocks
Bonds
Real Estate
CDs
Mutual Funds

Account Types

Roth vs Traditional
IRAs
Retirement Accounts
Taxable
HSAs & HRAs

Avoiding Pitfalls

Expenses
Rebalancing
Behavioral Finance
Financial Advisors
Insurance Traps

Asset Protection

Insurance
Account Structures
Trusts

Student Debt Management

History
Current Trends
Minimization Strategies
Payment Options

Saving for College

529 Plans
UGMA
UTMA
Cash Flowing
Gifting