1. How do you look into an investment plan, and what risk factors should you consider (Chapter 13)? - What are some strategies for choosing how risky a person wants to be? - Should they invest safely if nearing retirement age, or vice versa?
2. Explain how stocks and bonds can be used in investments and how you can evaluate them. Why should you diversify your investment (Chapter 14)? Are there any banks or finance institutions that help automate the evaluation of stocks, bonds, and investments?
3. Discuss and explain different types of tax-sheltered retirement accounts/plans, including employer's sponsored and personally established. What do a hypothetical retirement plan and forecasted social security benefits (estimates) for your retirement look like(Chapter 17)? - What are some real-life examples of tax-sheltered plans?