Develop your own insurance and investment plans:

 

  1. 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
  1. 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.
  1. 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


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