FINA 260 Lecture Notes - Lecture 1: Estate Planning, Retirement Age

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27 Aug 2016
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Develop a regular pattern: how much can i save? o. Stage 2: approaching retirement - the golden years. Reassess financial goals and decisions - retirement, insurance protections, and estate planning. Live off savings - retirement age depends on savings. Estate planning decisions & documents are critical. A series of positions to show your skills. Interests, skills, values, personal traits: desired lifestyle. Research career alternatives and match with your skills and interests. Notify potential employers that you are serious and organized. Understand and work within the power structure. Be loyal and supportive of your boss. Acquire new skills and keep up with technology. But, not having money can bring anxiety. The crisis of 2008 led to high rates of unemployment & a disruption of financial markets. Not understanding the past could lead to a repeat of events. Plan for retirement early it will come sooner than you think.

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