Long-term Planning Archives

Managing Student Loan Repayment: A Guide to the Basics

Because student loan borrowers usually have little experience making financial decisions, they need to learn how to make and manage their repayment strategy. It’s so important because these decisions will affect your finances for decades! In this course you’ll learn: Repayment strategies and tips to minimize interest fees How to apply for deferments and forbearances Read More

Being Personally Accountable

Accountability allows you to be answerable for your efforts or actions and helps establish a foundation of trust and respect in your personal relationships and at work. This course provides: An understanding of how accountability applies to team building and productivity Tips for cultivating accountability in personal and team scenarios Details about the three types of Read More

Take Action

Our Take Action course provides a framework for turning ideas into reality. Explore a process for removing personal roadblocks that may be preventing you from realizing your dreams! After completing this course you will be able to: Describe what it means to take action Have practice developing your action plan Begin to cultivate a take Read More

Health Insurance Coverage Guide

Rising medical care costs make health insurance a necessity because it provides access to care and protects against catastrophic financial loss. This course provides information on: The major elements of health insurance Differences between the type of plans Where to get coverage Important questions to consider How to accurately compare plans

Insurance Basics

Insurance policies are designed to give you confidence that when accidents happen, your finances and legal burdens will be protected. This guide will provide you with the general knowledge you need to understand, research, and shop for insurance of many types including: Auto, homeowners, dental, life, critical illness, and disability insurance

FIRE Lifestyle

FIRE (Financial Independence, Retire Early) is a movement designed to empower people to take charge of their finances and create a solid plan to retire early. This course provides: An introduction with tips on getting started Insights on creating your retirement goals Resources to help you reach your goals Information on variations of the FIRE Read More