March 2023

wise owl sitting on books

Course: Conclusion and Key Takeaways

Congratulations on completing this financial planning course! By now, you should have a better understanding of various financial topics, including budgeting, saving, debt management, investing, retirement planning, tax planning, insurance, estate planning, and reviewing and reassessing your financial plan.   Conclusion and Key Takeaways – In this section, we will conclude the course: We’ll Quickly …

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Protecting assets

Course: Insurance and Risk Management

Next, we’ll dive into the world of insurance and risk management, exploring its role in financial planning, the different types of insurance, and how to make informed decisions about your coverage.   Insurance and Risk Management – In this section, we will cover: The Role of Insurance Types of Insurance (health, life, property, liability etc.) …

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