WWW.TheDavidAlliance.com

 

 

List of topics for money matters- pick a few and let me know!

 

 

The history of money

Social Security

Investment Philosophies

Behavioral Finance…anchoring, etc

Financial Advisor types and fees

Accumulation phase of life

Distribution phase of life

Socially responsible investment choices

Estate Planning 101

Money in marriage

Money as a single guy

Insurance Planning 101

Charitable Giving 101

Getting debt under control

Buying a home

Buying a car

Separating financial news from noise

Considerations for small business owners

Considerations for those with stock options

Considerations for inheriting money or winning the lottery

The 5 W’s and H of Savings

 

Our website is still janky… so if you want a shirt or wristband send me the money over facebook and your shirt size etc… and I will get it out to you ASAP.