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Submitted by sweetapples21 on Sat, 2012-08-11 09:30
due on Wed, 2012-08-15 09:29
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Need help with my financial Concept

  Phase 5 Individual Project
Deliverable Length: 2–3 pages

Weekly tasks or assignments (Individual or Group Projects) will be due by Monday and late submissions will be assigned a late penalty in accordance with the late penalty policy found in the syllabus. NOTE: All submission posting times are based on midnight Central Time.

Create a comprehensive personal financial plan based upon current and future financial needs. This plan must include the following:

  • Life expectancy planning
  • Survivorship needs
  • Lifestyle considerations
  • Final disposition of assets
  • Contingency allowances

The plan should be organized in the following manner:

  1. Current and future income needs
  2. Debt acquisition and retirement
  3. Acquisition and disposal of personal assets
  4. Emergency cash funds
  5. Investment plan
  6. Retirement plan
  7. Estate plan
  8. Tax Plan
Submitted by marcuz on Sat, 2012-08-11 17:47
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Need help with my financial Concept

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Running xxxxx xxxxxxxx xxxxxxxxx xxxx � xxxx xx MERGEFORMAT �1� PERSONAL FINANCIAL xxxx � PAGE xx xxxxxxxxxxx �2�

Personal xxxxxxxxx Plan






Personal xxxxxxxxx Plan

xxx survivorship funds xxxx xxxxxxx xxxx xx xx current and future income needs xxx inform xx spending xx x tremendous way. The xxxxxxxx xxxxx have a huge impact xx my xxxxxxx and future needs, xxx I will xxxxxxxxx have to xxxx xxxxx funds a major priority xx guarantee that x do not xxxx any xxxxxxxx in the future. xxxxxxxx food, clothing and other xxxxxxxxxxx xxxx account for xxxxxxxxxxxxx xxx of xx xxxxxx xxxxxxxxxxxx x xxxxxxx xxxx saving xx a major component xx my lifestyle xxxxxxxxxxxxxxx Out of all xxx xxxxx that I have xxxxx x xxxx xx xxxx a xxxxxxxxxxx amount, xxxxxxxx 20%

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