1. What is the importance of defining goals for an individual’s financial plan. What does it mean that goals should be S.M.A.R.T?
#2. Describe the technique and advantages of a laddering strategy.
#3. What is the purpose and benefit of a homeowner’s umbrella policy?
#4. What is the importance of determining an investor’s risk tolerance and what are the factors that will determine their tolerance for risk?
#5. What should the investor consider when investing in foreign securities? What are the risks associated with foreign securities?
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