Questions must be answered in 75 words #1. Chapter 1 – What is the importance of defining goals for an individual’s financial plan. What does it mean that goals should be S.M.A.R.T? #2. Chapter 7

Questions must be answered in 75 words

#1. What is the importance of defining goals for an individual’s financial plan. What does it mean that goals should be S.M.A.R.T?

#2. Describe the technique and advantages of a laddering strategy.

#3. What is the purpose and benefit of a homeowner’s umbrella policy?

#4. What is the importance of determining an investor’s risk tolerance and what are the factors that will determine their tolerance for risk?

#5. What should the investor consider when investing in foreign securities? What are the risks associated with foreign securities?

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