UConn

Sarah doesn’t know what any of this stuff means-please write a memo to her as if she is a client of a financial planner.

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Part 1: You’re at a family party when your cousin, Sarah, approaches you admitting she knows “nothing about money.” She is starting a new job at UConn and has a choice between a 401k and a pension. She really wants to make the smart choice and asks for your advice. In order to vest in … Read more

What information would you need from Sarah in order to give her sound advice?

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Individual case 2 Part 1: You’re at a family party when your cousin, Sarah, approaches you admitting she knows “nothing about money.” She is starting a new job at UConn and has a choice between a 401k and a pension. She really wants to make the smart choice and asks for your advice. In order … Read more