March 2022
Intermediate to advanced
184 pages
2h 47m
English
Action plan blueprint, 1–1
Aggressive growth fund, 49–49
Aggressive income mutual funds, 53–53
Aggressive municipal bond mutual fund, 55
Agricultural exchange-traded funds, 40
Annuities, 94
Annuity structure approach, 9
Balanced mutual fund, 52
Bank investments, 77–77
Bankrate calculator, 4–4
Bear Stearns, 73
Bearish exchange-traded funds, 44–44
Bonds, 79–79
adjustable rate considerations,84–84
corporate, 79
issues with, 52–52
municipal bonds, 79–79
rating, 53, 80–80
resources, 87
strategies for corporate executive 83–83
treasury bonds, 80
Bullion coins, 74–74
Capital gains taxes, 98–98
Communication exchange-traded funds, 40–40
Conservative bond income mutual fund, 54
Conservative growth mutual fund, 50–50
Consumer discretion, 38–38, 41 ...