FIN 420 Week 5 Learning Team Assignment Financial Planning in Action


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FIN 420 Week 5 Learning Team Assignment Financial Planning in Action

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FIN 420 Week 5  Learning Team Assignment Financial Planning in Action
 
Choose a minimum of three of the four following life situations (or use all four): 
Husband/wife, two kids, 1 income, mortgage, good salary, some savings, no college fund 
Divorced, 55 years old, $1.2 million, 2 kids in college, no debt 
24-year-old single woman, college graduate, engineer, $20,000 savings 
74-year-old widower, excellent pension, $500,000, long-term care insurance, three children 
Write a 1,050- to 1,400-word paper in which you do the following: 
Describe the risk tolerance and recommended asset allocation to match that risk for each of the life situations selected. 
Choose some appropriate investments. 
Describe what type of account would be best to hold the investment. Consider and recommend any insurance that is appropriate and any estate planning tools. 
Format your paper consistent with APA guidelines.

Click the Assignment Files tab to submit your assignment.
 

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