WEALTH WELLNESS
Wealth is not a family member's core identity; however, it is a significant factor in whole-person development, with specific learning, skills, challenges, and opportunities.
Bank Products/Services
INFOGRAPHICS
Loan Jargon: Cracking the Code of Loan Terminology
Auto & General Lines of Credit
Mortgages & Home Equity Lines of Credit
Kinfolk Credit: Exploring Intrafamily Loans
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VIDEOS
Debt 101: Interactive Modeling with Spreadsheet
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ACTIVITIES
Debt 101: Interactive Modeling
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Home Buying 101: From Mortgages and the MLS to Making the Offer and Moving In, Your Essential Guide to Buying Your First Home - Book
Financial Planning
INFOGRAPHICS
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VIDEOS
Setting Short- and Long-Term Goals
Setting, Evaluating & Resetting Goals
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ACTIVITIES
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BOOKS
INFOGRAPHICS
Deconstructing Your Budget By the Numbers
When to Update Your Budget
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VIDEOS
Budgeting With the 50/30/20 Rule
ACTIVITES
Budgeting, Expense, and Net Worth Worksheet
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BOOKS
Budgeting 101: Don't Break the Bank - Learn to Create and Stick to a Budget
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COMIING SOON
Investment Fundamentals
INFOGRAPHICS
The Art of Asset Allocation
The Dynamics of Diversification
Investment Risk & Reward Tradeoff
Navigating Investment Risk
Discovering Your Risk Tolerance
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ARTICLES
Behavioral Finance Considerations
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ACTIVITIES
Risk Tolerance Questionnaire
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INFOGRAPHICS
Types of Asset Classes
Exploring Cash Equivalents
Bonding With Your Portfolio
Exploring All Things Equities
Mutual Funds
Exchange Traded Funds
REITs (Real Estate Investment Trusts)
Alternative Investments
Cryptocurrency
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BOOKS
Real Estate Investing 101: A Comprehensive Guide to Everything You Need to Know
INFOGRAPHICS
How to Read Financial Statements
Financial News Resources
Online Portfolio Trackers & Screeners
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ARTICLES
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A Summary of All Public Writings of Warren Buffet
How to Analyze a Stock
How to Screen for Quality Compounding Stocks - Summary
VIDEOS
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BOOKS
Stock Market 101: From Bull to Bear Markets to Dividends, Shares, and Margins
A Random Walk Down Wall Street
The Little Book of Common Sense Investing
How to Screen for Quality Compounding Stocks - eBook
ACTIVITIES
How to Setup a Stock or ETF Screener
Financial Analysis Course: How to Read an Annual Statement Like a Pro
INFOGRAPHICS
Farmhouse Investment Management Services & Fees
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ARTICLES
How Much Does a Financial Advisor Cost?
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VIDEOS
Financial Advisor Fees: Costs to Hire & Examples
Best Questions to Ask a Financial Advisor
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ACTIVITIES
Advisor Auditions: The Art of Hiring Your Financial Maestro - List of Questions
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INFOGRAPHICS
Options & Derivatives
Margin Accounts