Many of these topics are in process or yet to be created. More to come soon!

TOPICS:

General Financial Planning

Risk Management and Insurance

Investments

• Investing 101: Part 1 - Stocks, Bonds, Risks, and Capacity/Tolerance (this is still in progress)

Income Taxation

• Federal Income Tax Intro

• Filing Status and Dependency Rules

• Basic Income Tax Formula (learn about exclusions, gross income, adjustments, AGI, standard/itemized deductions, tax liability, and credits)

• Kiddie Tax

• Capital Gains Tax (and qualified dividends)

• Social Security and Medicare Taxes: Payroll Tax, Self-Employment tax, NIIT and the additional Medicare tax (this is still in progress)

• Passive Activity, 1031s, exemptions

• Charitable Giving

• AMT

• Penalties and Audits

Estate Taxation

Retirement Planning

• Social Security (still in progress)

• 10 reasons to convert/contribute to a Roth

Other