3. Saving and Investing: Achieving Financial Independence

Learning Outcomes

The objectives for this section are:
A. Financial Perspectives: Spiritual Matters
B. Investing Basics: Before You Start
C. Investing Steps: The Process

Chapter Reading

Please read the chapter on "Saving and Investing: Achieving Financial Independence" (PDF)


Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.





Here are the assignments for "Saving and Investing: Achieving Financial Independence"



The following learning tools may be helpful with this chapter:

Exhibit 3.1 Couples Case Study

Exhibit 3.2 Risk Tolerance Test

Exhibit 3.3 Roth versus Traditional - Which is Better

Exhibit 3.4 Retirement Planning Needs


Additional Materials

The following readings are suggested for this chapter:

Reading 3.1 Guidelines for Wise Investing - Charles Davis

Reading 3.2 Recognizing and Avoiding Bad Investments - John W. Hardy