- 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 #1
Data:
Bill wants to know how much he will need to save at the end of each year to have $1 million in savings when he retires in thirty years.
Calculations:
Assuming Bill can earn an 8.5 percent return on his investment, how much must he save each year?
Application:
What vehicles would you recommend Bill use to save?
