Savings-investments and risk management

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Task 1: Savings, Investments, and Risk Management for a Young Professional

Talk to a 25-year-old business professional who has a graduate degree and who is unmarried. This person can be a family member, friend, or mentor. Describe the savings and investments and risk management strategies this professional has adopted.

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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.

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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.

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Reference no: EM132459752

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