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2. List three risks associated with owning bonds. 3. Name three reasons why to own shares in a mutual fund. 4. How might economic conditions

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2. List three risks associated with owning bonds. 3. Name three reasons why to own shares in a mutual fund. 4. How might economic conditions influence your asset allocation strategy? 5. Name three sources of retirement income. 6. List three advantages homeownership has over renting. 7. What are two factors affecting your homeowner's insurance? 8. What are two ways in determining an amount of life insurance? 9. List three reasons to have a valid will. 10. What are the six components to your financial plan

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