- First describe your personal and family situation including:
- Your family status (e.g., married, # of kids, live with parents, etc.)
- Your housing situation (e.g., own your own home, renting, living with…)
- Your job status including if your employer provides you with any insurance and any retirement benefits
- Remembering that insurance is for the protection of your financial health:
- describe the perils to which you consider that you [and your family if you have one] are exposed and
- develop an insurance package that insures your financial health considering your exposure. Be sure to include any insurance that may be required by law.
- Now develop and describe investing strategies, including:
- your investing strategy before you took this course (if any)
- a beginning investing strategy as discussed in this module
- discuss any three investing for retirement opportunities that interest you
No reference and title page needed
