1. You have graduated from the Business program and have secured a good paying job. You want to start an investment program. What factors do you need to consider to help you prepare? 

2. You’re looking at different investment options and throughout your FIN 100 class you have learned about the different types of investments that you could include in your portfolio. As a new graduate with approximately 25 years until retirement, what type of investment portfolio would you consider. Be sure to include specific types of investments (stocks, bonds, mutual funds etc) as well as information about the risk factor(s) associated with each investment alternative. Explain your choice.

3. You are considering working with a Financial Planner to help you with your investments. What are some things you should consider when choosing a Financial Planner to work with? Research Financial Planners in your area and give names and brief backgrounds of two Financial Planning/Advising Organizations that you could consider working with.

4. You are now 50 years old, what should be your major financial planning priority at this stage of your life cycle? 

5. The organization that you are working for has two different company pension plan options to choose from – the Defined Benefit Pension Plan or the Defined Contribution Plan.  Explain both types of plans – including the risk factor of each one and which plan you are going to choose.       

6. Your friend Isaac has come to you again for some more financial advice.  Neither he nor Madison has wills.  They assume that if one of them passes away, the other one will get everything.  Is this true?  Advise Isaac why they should draw up their wills as soon as possible.  What are some things they will need to consider when drawing up their wills?