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所在平台: Udemy |
课程主页: https://www.udemy.com/course/financial-literacy-budgeting-to-taxes/
课程评论：没有评论
Coursera课程“金融素养：预算到资本利得税”旨在帮助您全面提升财务知识。课程内容涵盖从基础的预算编制、信用分管理，到投资策略、税务优化等多个方面。 **核心内容包括：** * **财务规划与储蓄：** 学习如何追踪金钱去向，制定有效的预算，以及如何通过各种方式（如节省账单、寻找高收益银行账户）来储蓄和偿还债务。 * **信用管理与债务偿还：** 深入了解信用分数的重要性，以及如何有效地管理和减少债务。 * **为退休做准备：** 探讨了退休规划、社保以及最终的财务安排。 * **被动投资：** 教授如何进行被动投资，包括交易基础、复利概念，以及如何在Robinhood等平台进行投资，并分享了适合新手的投资策略。 * **税务优化：** 重点讲解如何永久性地减少税务负担，包括自主管理的IRA（Self-Directed IRA）、以及利用波多黎各作为税务避风港的个人和商业策略。 课程提供多种模板、计算器和工具，帮助学员实现财务自由，学习过程循序渐进，易于理解。课程旨在教会您不仅是赚钱，更是如何明智地储蓄、负责任地使用金钱，并使其增值。
Learn everything you need to know to be financial literate from budgeting, credit scores, investing, reducing taxes, and more.This course comes with many different templates, calculators, and tools for you to be financially successful. Financial literacy is not just about learning to make money but to save it and use it responsibly to grow that money. Become more financially free by watching these easy to follow along lessons.First, you need to know where your money is going, then you can start saving and paying off debt. Then find a high interest bank account to temporarily park that money before moving on to credit cards (without fees). Then we can start talking about investing and retiring early. Finally, learn to reduce your taxes permanently.Table of ContentsIntroduction to Financial Literacy Course Section 1: Budgeting and Retiring EarlyBudgetingPart 1: Saving on Bills Part 2: Saving on Bills Saving on Health Insurance Cheaper Alternative to Health Insurance High Yield Bank AccountsPart 1: Credit ScoresPart 2: Credit Scores Part 1: Debt Repayment Part 2: Debt Repayment Goals & Retirement Social Security and Final WishesRetiring Early and L1 RecapSection 2: Passive Investing in Traditional FinanceInvestingTrading 101 and Compound Interest Buying on RobinhoodComparing PortfoliosBeginner Investing StrategyFiling TaxesSection 3: Reducing Taxes PermanentlyPart 1: Reducing Taxes PermanentlyChoice Self Directed IRAPart 1: Puerto Rico Tax Haven - Individual Part 2: Puerto Rico Tax Haven - Business
