Personal financial plan assignment

Personal financial plan assignment - Brokerage account IRA...

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Personal financial plan You are to create a personal retirement plan. This should, at a minimum, include: 1) assumptions about investment return and inflation, 2) the amount of money needed to retire at a reasonable range of ages (i.e., at 55, 60, and 65), and 3) the monthly savings required to reach your goals. You should also articulate an investment program that includes: 1) savings vehicle (i.e.,
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Unformatted text preview: Brokerage account, IRA, etc) with justification and 2) asset allocation (percent to stocks, bonds, etc). If you are married or engaged, this exercise is to be completed with your spouse/intended spouse (it might also be a good way to get a “wished for” prospect thinking in the right direction!)....
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This note was uploaded on 10/23/2011 for the course BUS M 301 taught by Professor Jimbrau during the Fall '11 term at BYU.

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