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