Extra Credit Assignments
Thank you for your interest in my extra credit assignments.
The following are extra credit topics assigned as additional reading from the book Retirement is Recess for Grown-Ups.
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Seven Cs Financial Adviser Profile Questionnaire
Asset Document Locator Worksheet
Asset Beneficiary Review
Medicare / Medicare Insurance Essentials
Getting an “A” in 401(k)
Creating A Million-Dollar Retirement Account
Roth 401(k) vs. Traditional 401(k)
Minor Child/Grandchild Retirement Savings
Recent Long-Term Care Costs/Trends
What the Insurance Industry Doesn’t Tell You About Prescription Drug Costs
Retirement Income Strategy Comparisons