Empower Your Financial Journey
Explore Courses and Content to Help You Save Smarter.
Pelican’s courses and content are designed to guide families in setting and achieving their financial goals. Get anytime access to our growing collection of classes, workshops, and exclusive content with new items added every month.
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Lesson 1: Checking, Saving, and Investing
Introduce your lesson with an optional, short summary. You can edit this excerpt in lesson settings.
Introduce your lesson with an optional, short summary. You can edit this excerpt in lesson settings.
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Lesson 2: Compound Interest & Why Investing Early Matters
In the realm of personal finance, few concepts hold as much transformative power as compound interest. Understanding how it works and harnessing its potential can be the key to building long-term wealth. So, let’s explore what it is, how it works, and why starting early is paramount.
In the realm of personal finance, few concepts hold as much transformative power as compound interest. Understanding how it works and harnessing its potential can be the key to building long-term wealth. So, let’s explore what it is, how it works, and why starting early is paramount.
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Lesson 3: Top 4 Reasons to Invest
Investing is not just about growing wealth; it’s about securing a brighter financial future and achieving your life goals. Whether you’re investing for retirement, saving for a down payment on a home, or planning for your children’s education, investing provides a pathway to realize your dreams and aspirations.
Investing is not just about growing wealth; it’s about securing a brighter financial future and achieving your life goals. Whether you’re investing for retirement, saving for a down payment on a home, or planning for your children’s education, investing provides a pathway to realize your dreams and aspirations.
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Lesson 4: Types of Investments
When it comes to investing, understanding the different types of investments and their characteristics is crucial for making informed decisions aligned with your financial goals and risk tolerance. In this guide, we’ll explore the various types of investments, from equities to alternative assets, to help you navigate the world of investing with confidence.
When it comes to investing, understanding the different types of investments and their characteristics is crucial for making informed decisions aligned with your financial goals and risk tolerance. In this guide, we’ll explore the various types of investments, from equities to alternative assets, to help you navigate the world of investing with confidence.
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Lesson 5: Balancing Risks and Rewards
Investing in financial markets offers the promise of substantial rewards, but it also entails inherent risks. As investors navigate the complexities of the market, they must carefully weigh the potential returns against the various types of risks involved. In this post, we’ll explore when investing risks outweigh the rewards and how investors can strike a balance between them.
Investing in financial markets offers the promise of substantial rewards, but it also entails inherent risks. As investors navigate the complexities of the market, they must carefully weigh the potential returns against the various types of risks involved. In this post, we’ll explore when investing risks outweigh the rewards and how investors can strike a balance between them.
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Lesson 6: Taxes on Investment Withdrawals
Withdrawals from investment accounts can create a taxable event depending on the type of account and the nature of the withdrawal. Here are some common scenarios where withdrawals may be subject to taxation.
Withdrawals from investment accounts can create a taxable event depending on the type of account and the nature of the withdrawal. Here are some common scenarios where withdrawals may be subject to taxation.
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Lesson 7: Debunking Common Myths
Withdrawals from investment accounts can create a taxable event depending on the type of account and the nature of the withdrawal. Here are some common scenarios where withdrawals may be subject to taxation.
Withdrawals from investment accounts can create a taxable event depending on the type of account and the nature of the withdrawal. Here are some common scenarios where withdrawals may be subject to taxation.
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Lesson 8: 10 Steps to Get Started
You’ve made the decision to embark on your investment journey, and now it’s time to take the first steps. Here’s your guide to getting started.
You’ve made the decision to embark on your investment journey, and now it’s time to take the first steps. Here’s your guide to getting started.
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Lesson 1: Informed Choices When Saving for Your Family’s Future
Investing in your family’s future is one of the most rewarding financial decisions you can make. Whether you’re saving for a first home, retirement, education, or future financial security, strategic investment planning is essential. In this comprehensive guide, we’ll explore various investment strategies to help you make informed choices when saving for your family’s future.
Investing in your family’s future is one of the most rewarding financial decisions you can make. Whether you’re saving for a first home, retirement, education, or future financial security, strategic investment planning is essential. In this comprehensive guide, we’ll explore various investment strategies to help you make informed choices when saving for your family’s future.
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Lesson 2: Balancing Short-Term Needs with Long-Term Goals
While securing your child’s future is essential, prioritizing immediate financial obligations is equally important to ensure your family’s financial stability. In this post, we’ll discuss how to strike that balance effectively.
While securing your child’s future is essential, prioritizing immediate financial obligations is equally important to ensure your family’s financial stability. In this post, we’ll discuss how to strike that balance effectively.
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Lesson 3: Investment Choices for Your Child’s Future
We all want to provide the best possible future for our loved ones. Part of this responsibility involves making smart financial decisions to secure their long-term financial well-being. In this installment of our Financial Foundations series, we’ll explore various investment options available to parents when saving for their child’s future. By understanding these options, you can make informed choices that align with your financial goals and risk tolerance.
We all want to provide the best possible future for our loved ones. Part of this responsibility involves making smart financial decisions to secure their long-term financial well-being. In this installment of our Financial Foundations series, we’ll explore various investment options available to parents when saving for their child’s future. By understanding these options, you can make informed choices that align with your financial goals and risk tolerance.
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Lesson 4: Incorporating Education Savings into Your Overall Financial Plan
In this edition, we’ll dive into the crucial topic of incorporating education savings into your overall financial plan. Planning for your child’s education is a significant part of securing their future success. By strategically saving and investing for education expenses, you can help set your child up for a bright academic future without compromising your financial stability. Let’s explore how to integrate education savings into your broader financial goals.
In this edition, we’ll dive into the crucial topic of incorporating education savings into your overall financial plan. Planning for your child’s education is a significant part of securing their future success. By strategically saving and investing for education expenses, you can help set your child up for a bright academic future without compromising your financial stability. Let’s explore how to integrate education savings into your broader financial goals.
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Lesson 5: How to Adjust Your Investment Strategy as Your Child Grows
We know that children’s needs change as they grow. This also holds true for their financial needs and the investment strategies we employ to secure their future. In this final installment of our Financial Foundations series, we’ll explore how to adapt your investment strategy as your child progresses through different stages of life.
We know that children’s needs change as they grow. This also holds true for their financial needs and the investment strategies we employ to secure their future. In this final installment of our Financial Foundations series, we’ll explore how to adapt your investment strategy as your child progresses through different stages of life.
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