Examine Components of Retirement Planning + Identify the Financial and Legal Aspects of Estate Planning

🚨🚨PLEASE NO AI MUST BE IN OWN WORDS COPYLEAKS IS BEING USED TO DETECT!!🚨🚨

Discussion Criteria and Instructions

Complete APA compliant Discussion #4 (200-300 words): Use the text materials as your thesis.

Reflect upon Chapters 12 – 17. Identify topics and subtopics to develop your thesis or general world view about the characteristics of various investment tools for personal final planning. Include a discussion of how you will manage your health, personal, and property risks. How much do you want to have in stocks and bonds? Real Estate? Patents and Inventions? How rich do you want to become? How does that grab you? Provide appropriate APA in-text and textbook based citations to support your worldview and perspectives based on the textbook. For every sentence, provide me with an in-text citation from the textbook to show how you are connecting the textbook to your discussion and eventual 10-year financial plan. So your initial planning for investments and savings in Year 5 and Year 10 final budgets.

Now that you have a theoretical perspective and world view regarding characteristics of various investment tools for personal financial planning, Planning when do you think you will make major investment decisions? How much will you have in your retirement accounts, stocks, bonds, real estates, inventions and patents (based on your completion of your goal setting activity).

As you develop your 200 – 300 word discussion (count your words before submitting your work as I will count your words), reflect upon your Goal Setting activity before, during and after you write your thoughts out. How much insurance do you need to have? What investment mix makes sense to you given your outlook on life? Compare and contrast your thoughts to the textbook. Provide appropriate in-text citations.

Organize your discussion using an introduction, body, and conclusion format. The thesis and overview of the main points go into the introduction. The body is based on the topics and subtopics based on the text book followed by a discussion relating to your openness to the idea of mitigating your risk using health, life and property insurance; and the acquisition of stocks, bonds, and real estate needed to build true wealth. The conclusion summarizes the main point and draws conclusions based on the textbook material. Are you on or off track as it relates to the textbook regarding your perspective of insuring your self and building relationship with brokers to health navigate alternatives to Pass Book savings as investments. Don’t forget, please provide a plethora of appropriate APA compliant in-text citations to support your claims.

Response to at least two and up to four of your peers using APA compliant in-text citations and References (Initial post Due April 17, 2025; Peer Responses Due April 19, 2025,

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