FINC 335 and 430 week 1

Finance 335:

Conference: (due Thursday)

· Discuss the role social security might play in a retirement plan.  Or choose an unusual aspect about social security strategies. (150 words)

· Determining how much one needs to retire and how to meet that need is a complex task.  Come up with a hypothetical person and discuss their needs and considerations in determining how to meet those needs.   Considerations include, retirement lifestyle, leaving an estate, family demographics, pensions, social security, risk tolerance for investments, life insurance, and retirement plans such as 401k, IRA, Keogh etc.  Your example might also include a family business. Your methodology might include retirement calculators, rules of thumb, replacement income, or your own logical approach, I have attached an article on one type of rule of thumb in Course Content for the week (200 words)

Quiz: (due Friday)

Finance 430:

http://www.coursesmart.com/9780538477116/HEOA-1

Username and password will be given upon agreement

(due Thursday)

· Please answer the Selt-Test questions in Chapter 1, p.6 and p.22. Chapter 5, answers the following Easy Problems, page 173, 5-1, 5-2, 5-3 and 5-5, you must show your calculations. Your answers do not need to be overly long, at the same time one short sentence is porbably not sifficient.