Week 8 Homework

This lesson is titled ‘Retirement and College Planning’, and discussed how to understand and properly fund the one or two single biggest expenses of your lifetime. This lesson can be a little daunting, as it requires some calculations and looking at what is required to make your goals happen can be a little depressing (at first). Keep with it, I promise it will be worth it!

The homework for this week is:

  1. Read Chapter 12 in Financial Peace Revisited, specifically the section titled ‘Of Mice and Mutual Funds’.
  2. Fill out the Monthly College Planning worksheet on page 161 of the workbook (if applicable).

Lastly, we have some additional reading on this subject, if you are interested.

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