Fred shares the top 10 principles for sound investing and how to identify and avoid common investment mistakes.

This overview of investing includes key terms and types of investments, the basic features of bonds, stocks, packaged investments, and the importance of asset allocation.

This course provides a thorough overview of how to transition into senior health insurance (Medicare). Items covered: SSA forms; the “parts” of Medicare; timelines - how and when to apply; avoiding penalties and pitfalls; how to shop for plans.

An in-depth look at many of the potential methods for funding college including loans, scholarships, and savings. “Every parent of a high-school student needs to take this class!” -Past participant 

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Overview of basic and sophisticated estate planning, including Revocable and Irrevocable Trusts, Wills, Powers of Attorney, Health Care Directives, and a discussion of the probate process and how to avoid it. Kathryn Bedell is a law partner at Ballou&Bedell in York. Her practice focuses on estate planning, asset preservation, and probate matters, including guardianships and conservatorships.

Want to understand how the economy affects your wallet? Fred explores the economy, interest rates, current market trends, late-cycle risks and opportunities, and the importance of portfolio balance.

Filling out college financial aid forms is one thing, but how do you prepare for it? It’s important to know the impact of income and asset types before filling out forms, otherwise thousands of dollars in potential aid may be missed. “This was such a beneficial use of our time! Josh helped us understand the FAFSA and scholarship process so when we go through it next year with our son, we will know what to expect.” - Past participant