Already know your topic or just want to see what's available?
You know best what's on your mind, and that can change from day-to-day depending on the decisions you need to make and life in general.
So you have what you need when you need it, we've put together practical sound-bite content on the most frequently requested topics.
We know your time is precious and limited. It might be midnight before you have a change to sit down with a clear mind to think about your financial life, or a unexpected gap may open in your day when you would like to learn. So, lessons are practical and easy to implement.
You can access any workshop, as many times as you want, whenever it's best for you.
When you're ready, you can click over to DecideGuide to reach or check your personal decision.
Any questions, we're here to help, just let us know here.
Simply click on a topic to begin
For demo all topics -> Investing
All about investing
How to invest in 3 simple steps
(investing sooner pays off big)
Investing doesn't need to be time-consuming or complicated. Follow our guide to invest in 3 quick, simple steps. The earlier you start-even small sums, the better the growth.
How to avoid an IRS penalty
on IRA contributions & 529 withdrawals
The IRS levies penalties – even for honest mistakes, such as excess IRA contribution or 529 withdrawals exceeding qualified educational expenses. Learn to avoid & correct.
How to diversity with one investment (don't put all your eggs in one basket )
Trying to pick one winning stock is a gamble. Investing in a diversified (multiple stock) portfolio is a better choice. Learn how to easily diversify at low cost with index funds.
In addition to the principles applied to "traditional" investments, Token offerings require attention to unique factors. Learn how to evaluate the factors and the top 5 things to know.