Kofi Royale Case Study Solution (10).xlsx

Kofi Royale Case Study Solution (10).xlsx - Goals Kofi...

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Goals Kofi would like to: 1. Be debt free within 7 years (by age 30). 2. Retire at age 65 with an annual gross income of $70,000 in today's dollars. Needs Kofi should: 1. Obtain insurance to maintain his lifestyle in the event of disability or critical illness. 2. Establish a will to ensure estate can be transferred as per his wishes. 3. Establish powers of attorney for property and personal care to ensure financial and health related decisions can be made in the event of his incapacity.
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Personal Net Worth for Kofi Royale as of December 31, 2018 Assets Liquid Assets Liquid Assets Chequing Account $ 1,000 Chequing Account Total Liquid Assets $ 1,000 Savings Account Total Liquid Assets Personal Assets Personal Assets $ - Personal Assets Total Personal Assets $ - Personal Assets Total Personal Assets Non-Registered Investments Non-Registered Investments $ - Non-Registered Investments Total Non-Registered Investments $ - Non-Registered Investments Total Non-Registered Investments Registered Investments Registered Investments $ -
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  • Spring '18
  • Generally Accepted Accounting Principles, Total Liquid Assets, Kofi Royale

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