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 Unit 6 discussion

The Health care issue is a great topic of debate between people these days. Conduct research about the current Health Care reform law and how it could affect your personal financial plan?

Unit 7 discussion

 

For the past several weeks, you have been following an investment of $10,000 that was chosen in Unit 2. Discuss the results of your study.

• How did your stock do?
• Did you have a profit or a loss with your funds?
• What part did the market or the economy play in the results?

Unit 8

 

You will all retire one day, some sooner than others. The big question about social security is will there be enough left when you are ready to retire? Some say the “Baby Boomers” will use it all up. Visit the Social Security Administration website and let’s discuss your thoughts on Social Security.

Social Security Administration. (2013). Retrieved from http://www.ssa.gov/

• In light of the current social security reform, how will changes affect your financial plans for retirement?

 

Unit 9 DIscussion

Martha, a 75-year-old widow, owns more than $2 million in assets. Martha’s son, Jonathan, has two children, ages 10 and 13. Her daughter, Annie, also has two children, ages 9 and 13. Martha has decided that she wants to begin giving her assets to her grandchildren so she can minimize the size of her estate. She specifically wants to provide for her four grandchildren’s college education.

What planning opportunities can you suggest so that Martha can provide for her grandchildren’s education while minimizing any transfer taxes?

Unit 10

 

Throughout this course you have been learning the importance of having good financial management.

Let’s have an open discussion about financial plans.

• Will the financial plan you made be helpful in planning your future?
• Give us your thoughts on the whole process and its benefits to you
• What would be your solution to reforming the Social Security System?