The duties required when handling someone else’s finances.

An in-depth discussion of ways couples can talk about money, questions to answer together and the different systems for handling money.

Financial discussions and considerations for legal arrangements with aging parents.

The Financial Puzzle teaches the importance of setting money management goals, determining what is most important and making plans to reach that goal.

Basic information that can help make better decisions about using credit wisely.

Learn the importance of opening a credit account to help maintain a healthy credit score and understand what the credit reports and scores mean.

Understand when to hire a professional financial advisor, how to select one and how to work with one.

Una explicación para estudiantes universitarios sobre FAFSA, preparación de pagos y cuentas de inversión universitaria.