Chapters 13, 14, and 15
1. When it comes time to choose between a mutual fund and an ETF list the factors that should weigh in your decision.
2. When it comes time to choose which specific mutual fund or ETF to invest in list the factors that you should consider.
3. About what percentage of your income should you be saving annually if you are over the age of 25?
4. During the lecture I spent a good bit of time explaining the difference between a 401Kand a 403B. BRIEFLY describe the difference stated in the lecture.
5. List ALL of the potential issues associated with not having a Will and not doing any estate planning.