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Financial Planning

Financial Planning Strategies for Millennials. Retirement Tax Planning Strategies and Investment Management Strategies for Tax-Advantaged Investing.

Posts are created by Jim Munchbach, CFP®, CLU®, ChFC®, CPCU®

Tax Planning Specialist Jim Munchbach

Week 1 Assignment Dave Ramsey on Saving

Watch these 4 videos: The Baby Steps: Murphy’s Law: Wealth Building: https://www.youtube.com/watch?v=pl3yKPRhw4 Credit Cards: Week 1 Saving Part One: 7 Baby Steps Saving money is crucial to financial success. In the video, Dave Ramsey goes through the seven baby steps to get started on saving for your future. Baby Step #1 Emergency Fund $1,000 in …

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UH Zoom Meeting Agenda July 14, 2020

https://youtu.be/N-7JT5OCTzY Money Study Group Weekly Update Last Week: Insurance 101 Car Insurance Quote Adding Auto Insurance to Your Plan Adding HO Insurance to Your Plan Credit Crush Adding Your Dream Home to Your Plan Adding Your Cool Car to Your Plan Credit Card Spending Spree Identifying Your Best Debt Payment Strategies Bargaining and Negotiating While …

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Extra Credit Research Topic: Personal Finance

Write an a fully formatted Article on the topic of Personal Finance. The article will need to be 800 words and you will need to list and embed at least 10 links to online resources in the area of Personal Finance. Great articles Helpful YouTube Videos Blog Posts Podcasts Book Summaries Other In order to receive the full credit, you MUST: Include …

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