- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Introduction
- Describe How Retirement Planning Fits into Your Personal Financial Plan
- Understand the Principles of Successful Retirement Planning
- Describe Payout Options Available at Retirement
- Explain the Steps of Successful Retirement Planning
- Understand One Method of Monitoring Your Retirement Planning Progress
- Summary
- Assignments
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
1. Know yourself
It is critical that you know yourself. You must understand your personal and family goals. If you have not written them down, you should do so now. Know what you want out of life. Understand what kind of retirement you want. And most importantly, be willing to work toward the kind of retirement you want.
