Final Exam for our class will consist of a take home financial case analysis. Below are four
financial cases very similar to the ones we have developed in class.
Your responsibility is to develop a solution a road map advice for the families de
Personal Finance Case #1
Mary and Harry Reser, 57 and 62, are looking ahead to retirement early next year. They
are thinking about heading south to a cheaper and warmer state but haven't made a firm
decision. Harry is the sole breadwinner and earns $64,54
Which type of financial records includes stock and bond reports?
Which of the following would qualify a person for an exemption when computing
(p. 124) tax
Mutual Fund Comparison Assignment
1. Find three different mutual fund prospectuses for the same type of fund (e.g.,
growth, index, global).
2. Compare the three mutual funds by completing the chart below to describe key
features of each.
3. Write a one-pa
MIDTERM 1 SAMPLE
A formalized report that summarizes your current financial situation, analyzes your financial
needs, and recommends a direction for your financial activities is a(n):
Data Flow Diagram Rules
Groups Groups on chronologically sorted table must translate into the level zero DFD correctly.
Rules for Context Diagram 1. One Circle or process. Label do not number. 2. Include external entities no internal entities 3.
Chapter 6 Relational Database Design: Converting Conceptual REA Models to Relational Databases
RELATIONAL TABLES Cash CashAcct# AcctType Location _ Primary key identified _(0, ) Cash Cash Disb = at least one CashAcct# in this table not in CashDisb C
DATA BASE: THE ORGANIZATION'S TOTAL COLLECTION OF DATA ON COMPUTER STORAGE DEVICES DATA BASE MANAGEMENT SYSTEM: COLLECTION OF SOFTWARE SPECIALLY DESIGNED TO MANAGE DATA IN A DATA BASE ACCORDING TO REQUESTS ISSUED BY APPLICATION PROGRAMS OR DIRECTLY B
Case 1-2 InPerson Fitness
CLIENT NUMBER AB10 BR18 FE47 GM50 HJ05 KL10 CLIENT LAST NAME Alvarez CLIENT TELE FIRST ADDRESS PHONE NAME NUMBER Francine 23 555Robbins 4321 Breeton Alex 345 555Levick 6987 Ferber Jane 68 555Passmore 3412 Gammon Fred 98 Mage
Case 1-3 Regional Books
BOOK CODE 1489 1534 2120 229X 2669 4496 486X 5890 7518 8105 TITLE Hill Country Blues Reunion Ranch The Surprise Area Legends Town Secrets Last Chance Resort West of Burdett Great Regional Recipes Quirky Architecture AUTHOR AUT
Case 1-1 College Dog Walkers
CUST CUSTOMER CUSTOMER OMER LAST FIRST NUMB NAME NAME ER BI34 Bishop CH38 Chan FE47 Febord GR51 Grangas HA36 Hammer JO45 Jones ME89 Menteer RA24 Raster SA50 Sanchez Frank Rosalie Javier Judy Bill Sylvia Melissa Mike Cesar
Patient Number AL26 AT73 BR31 DI32 GC92 GT43 PE33 PE76 SC26
Last Name Alardyce Acton Bryce Dalton-Manters Gutierez Grant Pezzato Perez Schouten
First Name Lisa Thomas Roger Irene Carlos Thomas Eduardo Enzo Marybeth
Address 311 Birchwood 3