Here is how I recommend attacking this case study:
1. Read the case study together and make notes about the good and the bad of their situation. This will require you to do some research to determine what things are so you can evaluate the Wilson's current status.
2. Division of labor - various ways to do this, but everyone needs to be in the know on everything.
3. Google is your friend, but use best practices here.
4. You can use online investment tools, and I encourage you to do this.
5. Keep your study guide handy/use your study guide to help guide your research. Remember, you will turn these questions into me for a grade.
I have included some good places to start:
Investopedia: Retirement Planning - good for learning about different retirement strategies
How much should Gen X and Millenials have saved for retirement?