Long-term Planning Archives

Mortgages – An Overview

Great work! You're prequalified, you found your house, you put in an offer, the offer was accepted, but you're not done yet. Before move-in can start the closing process must be completed. Let's review what lies ahead during that process. Here we go!

The Guide to Preparing for Graduation

Before graduating from college, develop a plan for where you want to go. This course will help you come up with a roadmap for the future! You will learn about: Taking control of your professional and financial identities Planning on how student loan repayment will impact your budget Aiming for specific financial milestones and goals

Pay for College Using Your Employee Benefits

Get leads on free college, tuition assistance, student loan repayment programs, research tips, and explore employer-funded education programs. In this course, you’ll: Learn about employer-funded education Explore how these programs work. Review the pros and cons of these programs Know what to beware of before making critical decisions Have research skills/tools to find employers offering these Read More

Creating On the Mark Goals

Setting career, education, family, or life goals may be easy but doing ALL the necessary steps to hit a goal bullseye is a bit more complicated. To ensure you hit your target, complete this course and you will have: A better understanding of goal types and characteristics Practice setting preliminary goals Tools to monitor and achieve Read More

Financial Literacy 101

Our financial literacy course has been created to help you understand the basics of finance and to help you develop or sharpen your skills. This course will provide you with the knowledge to: Make wise financial decisions Make a realistic budget and prioritize expenses Recognize the differences between good and bad loans Find the best Read More