Components Of A Financial Plan using Jack. R Kapoor, Les R Dlabay and Robert J. Hughes "Personal Finance"

Dec 12th, 2015
Business & Finance
Price: $5 USD

Question description


Could you do this Financial Plan please..

The book is : Jack. R Kapoor, Les R Dlabay and Robert J. Hughes "Personal Finance" 11e, McGraw

Hill--ISBN 978-0-07-786164-3



1- Description of Current Situation

. household needs

. financial status

 2. Financial Goals

. short-term goals

. long-term goals 

 3.Recommended Actions

. revised spending patterns

. tax planning 

. saving, investing 

. Insurance

. career development

 4. Implementation Techniques

 .use financial planning professionals (insurance agent, investment broker)

. revise spending habits

. increase saving, investment deposits


-Please note that Professor is too serious about Plagiarism so please make it different.

thank you..

Tutor Answer

(Top Tutor) Daniel C.
School: Duke University

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Dec 12th, 2015
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