recently graduated from medical school and is working for a hospital system. He is not worried about his medical school debt because it is relatively low compared to his income, but he would like to begin saving and investing for his children's college education, his retirement, and the purchase of a family home. He is also concerned about protecting his family financially if something were to happen to him. Which of the following financial professionals would be the best option for Jimmy? Question 8 options: Stockbroker.
recently graduated from medical school and is working for a hospital system. He is not worried about his medical school debt because it is relatively low compared to his income, but he would like to begin saving and investing for his children's college education, his retirement, and the purchase of a family home. He is also concerned about protecting his family financially if something were to happen to him. Which of the following financial professionals would be the best option for Jimmy? Question 8 options: Stockbroker.
Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
Section: Chapter Questions
Problem 1PS
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Jimmy recently graduated from medical school and is working for a hospital system. He is not worried about his medical school debt because it is relatively low compared to his income, but he would like to begin saving and investing for his children's college education, his retirement, and the purchase of a family home. He is also concerned about protecting his family financially if something were to happen to him. Which of the following financial professionals would be the best option for Jimmy?
Question 8 options:
|
Stockbroker. |
|
Insurance agent. |
|
Certified Financial Planner® |
|
Accredited Financial Counselor. |
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