Guided Learning Paths

Follow structured paths to master specific financial topics. Each path includes articles, calculators, and practical exercises to build real-world skills.

Complete Retirement Planning

Master retirement planning from understanding basics to optimizing Social Security and creating withdrawal strategies.

Intermediate
Duration:4-6 hours
Progress:0 / 5 steps

0% Complete

Step 1: Understanding Retirement Needs

45 min

Calculate how much money you need to retire comfortably using the 4% rule and other methods.

Start Lesson

Step 2: 401(k) and IRA Strategies

60 min

Learn how to maximize your 401(k) contributions and choose between Traditional and Roth IRAs.

Step 3: Asset Allocation for Retirement

50 min

Build a balanced portfolio appropriate for your age and risk tolerance.

Step 4: Social Security Optimization

40 min

Understand when to claim Social Security to maximize your lifetime benefits.

Step 5: Retirement Withdrawal Strategies

45 min

Create a tax-efficient plan for withdrawing from your retirement accounts.

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First-Time Home Buyer

Everything you need to know about buying your first home, from affordability to closing costs.

Beginner
Duration:3-4 hours
Progress:0 / 5 steps

0% Complete

Step 1: Determine Your Budget

30 min

Calculate how much house you can afford and understand the 28/36 rule.

Start Lesson

Step 2: Save for Down Payment

40 min

Learn how much to save for down payment and closing costs.

Step 3: Mortgage Options

60 min

Compare fixed-rate vs adjustable-rate mortgages and find the best fit.

Step 4: Hidden Costs of Homeownership

30 min

Understand property taxes, insurance, maintenance, and other ongoing costs.

Step 5: Rent vs Buy Analysis

40 min

Run a comprehensive analysis to decide if you should rent or buy.

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Master Debt Payoff

Eliminate debt strategically using proven methods and stay debt-free for life.

Beginner
Duration:2-3 hours
Progress:0 / 5 steps

0% Complete

Step 1: Understand Your Debt

20 min

List all debts, interest rates, and create a comprehensive debt profile.

Start Lesson

Step 2: Choose Your Strategy

30 min

Compare Debt Avalanche vs Snowball and pick the right method for you.

Step 3: Credit Card Payoff

40 min

Create an aggressive plan to eliminate high-interest credit card debt.

Step 4: Student Loan Strategy

45 min

Optimize student loan repayment with the right repayment plan.

Step 5: Stay Debt-Free

30 min

Build habits and systems to prevent future debt accumulation.

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Investment Fundamentals

Build a solid foundation in investing from basic concepts to portfolio construction.

Beginner
Duration:5-7 hours
Progress:0 / 6 steps

0% Complete

Step 1: Start Investing with Little Money

40 min

Learn how to begin investing even with small amounts using fractional shares and index funds.

Start Lesson

Step 2: Understanding Investment Returns

50 min

Learn about different types of returns, how to calculate them, and what to expect.

Step 3: Asset Allocation Basics

60 min

Understand how to divide your portfolio between stocks, bonds, and other assets.

Step 4: Index Funds vs ETFs

45 min

Compare different investment vehicles and choose the best ones for you.

Step 5: Dollar-Cost Averaging

40 min

Implement a systematic investment strategy to reduce timing risk.

Step 6: Portfolio Rebalancing

40 min

Learn when and how to rebalance your portfolio to maintain target allocation.

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