- 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
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Case Study #2
Data:
You are considering an EE Savings bond to save for your children’s education.
Calculations:
A. How much will a $1,000 EE savings bond cost when you initially purchase it?
B. Assuming the bond earns 3.6 percent annually, approximately how long will it take for the bond to reach its stated face value? Use both the “Rule of 72” and your calculator.
