Week 5 Problems Complete the following problems (Total: 200 points. Note the point value for each problem): #1. (20 points) Describe the two types of tax-deferred investment accounts [an IRA, and a 401(k) or 403(b)], and contrast them with a regular taxable investment account. #2. (20 points) Describe the advantages to using a College […]
My part is #3 only write about the 24 year old woman, college graduate, engineer, $20,000 savings. Assume the following 4 scenarios (You may make other assumptions): 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, […]
1-What are the ethical implications of not paying your fair share of taxes? PLEASE REWORD THESE PARGRAGPHS AND DO NOT COPY ANY EXACT WORDS FROM THE PARGRAHPHS. FOCUS CH.3 2-Tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan. By […]
1-Choose a mutual fund family such as Vanguard, American Funds, T. Rowe Price, and so forth. We are using Vanguard and my part is on Fund devoted to retirement investing. Identify one mutual fund from that family for each of the following categories: Actively managed common stock fund Fixed income fund Balanced fund International fund Fund devoted […]
Highlight the correct answer with the marker and submit the document for scoring by the instructor. #1. John Smith purchased 100 shares of XYZ stock at $40 a share. One year later, he sold the stock for $50 a share. He paid a broker a $32 commission when they purchased the stock and a $40 […]
Health Insurance 1-What kind of health insurance plan do you have? Are you happy with it? Reword these paragraphs in your own words. Do not use the same exact words as in the paragraphs. Life Insurance 2- I like the “Family Need” method with the worksheet to use to break down what the actual monetary […]
1-What are the advantages to an investor who chooses mutual fund investments over direct investments in stocks and bonds? 2-Assume that you are choosing an investment for your retired parents. What are the advantages and disadvanges of each of the following? a bond issued by the federal government, a state or local government, or a […]
Week 3 Learning Team Problems Complete the following problems as a team: Due on Saturday the 21st Assume that you are choosing an investment for your retired parents. What are the advantages and disadvanges of each of the following? a bond issued by the federal government, a state or local government, or a corporation? Which […]
Week 3 Problems Complete Worksheet 37 in Focus on Personal Finance, “Your Financial Plan – Evaluating Corporate Bonds,” using the Mergent Bond Viewer database (You can find this database in the Library Tab. Go to the University Library, and then click “View All Resources Alphabetically.” You will find the Mergent Bond Viewer database there.) […]
Note: This activity has multiple parts. Make sure you submit each part for credit. You can answer all the prompts in the same file. Part 1: Definitions Sometimes it can be difficult to keep the various theories of creativity straight. For this assignment, create a collage, concept map, or other type of graphic organizer to […]
