After completing Retirement Planning: Money Management, the user should be able to:
| Create retirement goals |
| Plan for reaching retirement goals |
| Assess current assets and their investment |
| Build up savings |
| Find good professional financial advisors |
| Make the most of tax strategies |
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Creating a Plan
| Establishing basic retirement goals |
| Creating, implementing, and monitoring retirement plans |
Assessing Your Financial State
| Assessing financial resources |
| Calculating earnings, savings, and benefits |
Establishing Your Goals
| Importance of goals |
| Deciding on goals |
Managing Your Assets
| Maximizing resources |
| Risk Versus Rate of Return |
Building Up Your Savings
| Capitalizing on assets |
| Growing savings |
| Moving into investing |
Professional Financial Help
| Types of professional advisers |
| Using financial planners |
Tax Strategies
| Cutting taxes |
| Taking advantage of tax strategies |
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A typical course has the following features:
| Exercises that allow users to practice in the real application |
| A file containing the text of the exercises |
| Simulations that allow users to practice course skills, even if they don't have access to the real application |
| A course index |
| A glossary |
| A Skill Assessment |
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