Task 2: Savings, Investments, and Risk Management for a Middle-Aged Professional
Talk to a 40-year-old business professional with a family that includes a spouse and children. This person can be a family member, friend, or mentor. List and describe the savings, investments and risk management strategies for this phase of life. Describe how financial planning has changed from the earlier phase of life.
Type your response here:
Task 3: Savings, Investments, and Risk Management for an Aging Professional
Talk to a 55-year-old (or older) business professional nearing retirement. This person can be a family member, friend, or mentor. List and describe the savings, investments, and risk management strategies for this phase of life. Describe how financial planning has changed from the earlier phase of life.
Type your response here:
