BUS 215 Assignment 3

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Use various sources (including Prudential Retirement Planning) and course-related concepts financial planning to examine your current financial condition and life goals. Apply this knowledge to develop suitable retirement and estate plans. Your contingency plan should incorporate sufficient detail to demonstrate both course knowledge and financial sophistication. Prepare a four- to six-page paper (excluding the title and reference pages) in APA format describing your plan..

Reference text book: Kapoor, J.R., Dlabay, L.R., & Hughes, R.J., (2012). Personal Finance (10th ed.). New York: McGraw-Hill Irwin, ISBN: 0780073530697  

 

Family of Four: Married couple with 2 small dauhgters, Buying a first home. Both husband and wife have 401k, and life insurance for the family. Would like to start college savings for daughters, savings to invest for retirement, pay off credit card debt and possiibly buy a sencond home in the furture to rent out and earn more money.

 

Writing the Final Paper
The Final Paper:

  • Must be four to six double-spaced pages in length (excluding the title and reference pages), and formatted according to APA style as outlined in the Ashford Writing Center.
  • Must include a title page with the following:
    • Title of paper
    • Student’s name
    • Course name and number
    • Instructor’s name
    • Date submitted
  • Must begin with an introductory paragraph that has a succinct thesis statement.
  • Must address the topic of the paper with critical thought.
  • Must end with a conclusion that reaffirms your thesis.
  •  Must use at least four scholarly resources, including a minimum of two from the Ashford Online Library, in addition to the textbook.
  • Must document all sources in APA style, as outlined in the Ashford Writing Center.
  • Must include a separate reference page, formatted according to APA style as outlined in the Ashford Writing Center.

Carefully review the Grading Rubric - http://ashford.waypointoutcomes.com/assessment/3891/preview for the criteria that will be used to evaluate your assignment.

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