Monthly Archives: March 2012

Class Discussion: Birth Order and Your Financial Personality

Bankrate.com recently looked at the impact of birth order on personal finance in the article “How birth order can affect your finances.”  It takes an interesting look at how being the oldest, youngest, or somewhere in between can impact your … Continue reading

Posted in 10 Principles of Personal Finance, Ch. 1, Financial Planning Process | Tagged , , , , , ,

Class Assignment and Discussion: Warren Buffet’s Thoughts on Gold

If you stay up very late and end up watching TV in the wee hours of the morning, you’ve probably heard one of those “turn your paper IRA into a gold IRA” commercials, touting the superiority of gold over other … Continue reading

Posted in Ch.14, Investing in Bonds | Tagged , , , , ,

Video and Class Discussion: The Fed and the Economy – from Ben Bernanke

Teaching Tip:  These are one-hour lectures and could be shown in class with class discussion following them. When it comes to lectures, this one might not sound that exciting – “Reflections on the Federal Reserve and Its Place in Today’s … Continue reading

Posted in Ch.11, Investment Basics, Ch.12, Securities Markets, Personal Finance In The News | Tagged , , , ,

Class Assignment and Discussion: Retirement Confidence – A Thing of the Past

According to a 2011 Retirement Confidence Survey by the Employee Benefit Research Institute, worker’s confidence that they will have enough money to “live comfortably throughout their retirement years” continues to decline – in fact, only 13% of those polled were … Continue reading

Posted in Ch.16, Retirement Planning | Tagged , , , , , ,

Class Discussion and Assignment: Warren Buffett’s Insights and Words of Wisdom

Much of personal finance deals with understanding basic investment principles.  That’s why Part 4 of Personal Finance, Turning Money into Wealth is titled “Managing Your Investments” – and in Chapter 11 we take a look at investment basics, then in … Continue reading

Posted in Ch.13, Investing In Stocks, Ch.14, Investing in Bonds | Tagged , , , , , ,

Class Assignment and Discussion: Retirement Confidence – A Thing of the Past

According to a 2011 Retirement Confidence Survey by the Employee Benefit Research Institute, worker’s confidence that they will have enough money to “live comfortably throughout their retirement years” continues to decline – in fact, only 13% of those polled were … Continue reading

Posted in Ch.16, Retirement Planning | Tagged , , , , , , , , ,

Class Discussion and Assignment: A Backwards Look at Retirement

Generally when we look at retirement we focus on whether an individual has enough saved to make it through retirement.  Another way of looking at retirement is to see what Americans have at the end of retirement – do they … Continue reading

Posted in Ch.16, Retirement Planning | Tagged , , , ,