For Prof. Moses
February 27, 2021kurt lewis
February 27, 2021
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Phase 4 Individual Project |
Deliverable Length: |
2–3 pages |
Details: |
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:
- Current and future income needs
- Debt acquisition and retirement
- Acquisition and disposal of personal assets
- Emergency cash funds
- Investment plan
- Retirement plan
- Estate plan
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