If you work with a financial advisor, you know the value of expert advice from someone you trust. Mapping Your Future amplifies your relationship, turning occasional in-person meetings into ongoing conversations that build financial health.
Under the objective guidance of your advisor, Mapping Your Future helps you overcome obstacles that may stand in your way through personalized financial education. Explore videos, assessments, and articles on hundreds of topics that matter to you. Progress at your own pace or as part of a structured learning plan. As you explore Mapping Your Future, your advisor gets to know you and your needs better, leading to more productive planning and better results.
Most people live busy lives, so Mapping Your Future helps you make the most of every visit. Working with your advisor, you'll build a portfolio of achievements that are designed to encourage smart financial decision-making.
Each day brings new financial opportunities (and challenges), but you don't need to face them alone. When you have a question or concern, your financial advisor is just one click away.
Mapping Your Future courses are interactive experiences that could include multimedia, textual resources, quiz / survey questions, and personalized financial assessments. As you explore courses, your advisor is there too - tracking your progress and identifying areas where you may benefit from help.
At Mapping Your Future, we believe that the very best education comes from those who know you best, so each financial advisor can customize courses using our content and their content. A few of the courses available include:
From understanding the concept of "financial health" to making a budget to understanding credit reports and scores, our Financial Basics course gets you off to a great start.
Buying a car is one of the largest (and most complicated) purchases any of us will ever make. Topics include buying new versus used, lease options, evaluating a used car, the implications of different types of financing, and even how to negotiate your purchase.
Whether you're 18 years old and going off to college for the first time or you're a parent of a college-bound student, Paying for College is for you. The course dispels common myths about paying for college, explains the pros and cons of various loan programs, and explains loan repayment options.
At some point, almost everyone will encounter some type of financial trouble - from an occasional missed payment to personal bankruptcy. Learn your rights, how to create a plan for moving forward, and when to seek help from a financial counselor.
More Americans than ever are starting businesses. Learn how to minimize financial risks, evaluate opportunities, deal with basic legal issues, and avoid the many scams that target aspiring entrepreneurs.
Develop strategies for making sure your aging parents are fully prepared for the financial, physical, and emotional challenges of growing older.
Did you know that 75 percent of all college students are "non-traditional," meaning they don't rely on their parent's financial support to pay for school? Intended for working adults, this course explains education financing options, how they differ from those of younger students, and loan repayment options.
Saying "I do" is just the beginning. If you and your spouse are like many couples, there could be major purchases and even kids in your future. Learn how to plan for major expenses, talk about money (easier said than done for many couples), discover when prenuptial agreements could be appropriate, and understand the tax implications of marriage.
Thinking about an illness, car accident, or even death is never fun, but planning for unexpected events is part of any responsible financial plan. In this course, we explore auto insurance, home owner's and renter's insurance, health and disability insurance, how to make sure your wishes are carried out when you are ill, and the importance of establishing a will.
It's hard to turn on the television today without someone shouting stock picks or telling you that the sky's falling. Our Saving and Investing course helps you separate the sensible from the sensational, offering a conservative approach to understanding investment vehicles, accounts, and strategies
With Social Security as we know it today likely to change in the future, there's no better time to explore the options for securing your financial future. From understanding the tax benefits of various savings plans to making sure you take advantage of any employer benefits, this course offers a sensible plan for your Golden Years.
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