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Retirement & Long-term Planning

Overview

This chapter introduces the concepts and strategies for long-term financial planning. Students will learn about different retirement account options, the impact of starting to save early, and methods for estimating retirement needs. We'll cover basic estate planning concepts and explore the path to financial independence. Students will develop an understanding of how current decisions affect their long-term financial future.

Topics Covered

  • Retirement account types (401(k), IRA)
  • Employer-sponsored plans
  • Social Security basics
  • Power of early investing
  • Long-term investment strategies
  • Estate planning introduction
  • Financial independence concepts