Financial Courses
Financial Education Classes
Take the mystery and fear out of personal finance Take a peek at some of the classes offered below: If you've ever tried to create a budget and failed...this class may be for you! Learn more here Insurance … Learn more
Personalized Financial Education
One-on-One Financial Coaching
You can read books until your eyes fall out. You can attend classes until you fall asleep. Putting information to work in your unique situation isn’t always as easy as it sounds. Kaffenate Financial Coaching is the process of … Learn more
Coaching Circles Online
Online Coaching Circles
Coaching circles are an innovative blend of one-on-one coaching and financial education. Twice a month your circle meets online to learn new financial information and practical life application. Never been a part of a coaching circle before? … Learn more
Latest from the blog
Coaching YOUR Investment Team
We work hard for our money! And at some point, we want our money to go to work for us… Right? When you buy a product that is intended to INCREASE your money, it is called an investment. And for some of us, that’s where our know-how ends. Investments can be great if they increase [...]
Investment v. Consumption: a $$ debate
Money, despite its reputation for being black and white, does have a very philosophical side to it. And sometimes it’s fun to have a bit of a debate… I watched a series of videos on Khan Academy regarding investment vs. consumption. If you have time to check them out, I’d highly recommend them…or anything [...]
Call and Put Options: A bit of gambling…
The #1 Rule of Investing: Don’t put your money in something unless you understand it! If you’ve ever dabbled in the stock market, you may have heard the terms CALL OPTION and PUT OPTION. It may be that you’ve heard really “sophisticated” or “successful” investors use such words and you think to yourself, “Oh my…I [...]
Bonds and Interest Rates: is there really a connection?
I’ve taught a lot of classes in the past about the difference between stocks and bonds. (The quick and dirty is that stocks are part-ownership in a company, bonds are when you lend money to a company/agency and get paid back with interest.) Anywhooo… I’ve always known that there was an inverse correlation between interest [...]
I thought Short Selling Stocks was for short people?!?
I was all excited when I heard the term SHORT SELLING STOCKS. ”Woah,” said I, “that’s for me!” But alas…it’s not for SHORT PEOPLE, it’s a just an unintuitive way of making money… Here’s how it works…. You’ve heard the adage BUY LOW and SELL HIGH, right? That’s the way to make money in the [...]
Treasury Bills, Notes, and Bonds… OH MY!
Have you ever wondered… What’s the difference between a treasury bill, a treasury note, and a treasury bond? (If you haven’t wondered, that’s okay…you can call me a nerd and I won’t be offended.) But since I brought it up, and since you are NOW wondering… Here’s the quick and dirty… When you are dealing [...]
Mortgage-Backed Securities–What the heck are they anyway??
Mortgage-Backed Securities: This is one of those fancy terms that gets thrown around in the news or in social circles…but no one really knows what they are. (And yet we don’t want to admit that we don’t know.) We could make a good guess, right? They have something to do with mortgages, which means houses [...]
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