Instructions
|
|
Read case application ‘Education and Special Circumstances Planning’ given below:
Richard and Monica had a disagreement between the two concerning educational planning. Richard believed that education was a cost that could be financed from current savings when the kids entered college. Monica said they should begin right now even though no children were planned for at least three years.
Stacy, Monica and Richard’s daughter, was already separated from her husband. She had decided to seek a divorce. Her husband Frank was a corporate executive with a salary of $200,000 a year. They had about $1 million in assets, including a home. All assets were in Frank’s name.
Monica had a brother, Jim, a corporate manager who had $3.2 million in his company’s stock. His job was a little precarious now and the stock formed 90 percent of his marketable assets and 80 percent of his total assets.
Monica’s mother, a widow, had Alzheimer’s and was increasingly unable to remember and operate on her own. She had about $200,000 in her name, which might have to be used to place her in a nursing home. Her doctor said she had no more than three years to live.
Case Application Questions:
1. What information would you need to answer the couple’s dispute?
2. Provide an estimated yearly college savings needed assuming that the two wanted to fund for a four-year private school education. Assume a 3 percent college inflation and a 5 percent investment return with annual savings beginning currently and their child being born in three years with college starting at age 18. Make other assumptions as needed.
3. What divorce planning recommendations do you have for Stacy? Justify them.
4. What advice do you have for Jim in both financial planning and investing?
5. What advice would you give Monica for her mother?
|
· Homework for this course consists of Case Applications related to the topics covered during the week. You have to read the case background and analyze the financial issues by answering case application questions assigned.
· You should demonstrate the ability to apply personal finance concepts, vocabulary, and models to analyze financial situations, synthesize the week’s course material, and relate it to the case.
· Case analysis should be substantive and insightful. Student should use assigned readings to support case analysis and use proper MLA in-text citations and works cited formatting where applicable.

Get Your Paper Before the Deadline. Our Services are 100% private and Confidential
Useful Links That Will Help You Around
Link to new order https://studentsolutionsusa.com/orders/stud/new
link to login page https://studentsolutionsusa.com/orders/login
New user registration link https://studentsolutionsusa.com/orders/register
Forgot Password https://studentsolutionsusa.com/orders/forgot/password
FREQUENTLY ASKED QUESTIONS
Question: How does this work?
Answer: Good Question. We are a group of a freelance board of students and professional essay writers. At our website, you may get help with any type of academic assignments: essay, coursework, term paper, business plan, case study, article review, research paper, presentation, and speech. Top writers can help with complex assignments such as dissertations, thesis papers, etc. All of them are professionals possessing excellent knowledge in their field of expertise, perfect writing skills, quality, and speed. When you place an order on our website, we assign it to the best writer. Once the writer finishes the work, the paper is submitted to our quality assurance desk who go through it and ensure it is unique and plagiarism free and that the instructions were followed to the detail. After this step we upload the paper in your account, we also send a copy to the email that you used to register the account with. we can guarantee you that the paper will be 100% plagiarism free. Besides, our services are 100% private and confidential
Question: How do I place an Order after getting to the order page
Answer: There are three major steps in the ordering process
Step 1 ....................................................paper details In this step, you will fill in the instructions of your paper; you can upload any materials that you feel will make your assignment a success. Besides, you can also email us at [email protected] Remember to specify the correct academic level. Please note that sources mean the number of references.
Step 2...................................................... Price calculation Kindly specify the number of pages, type of spacing and the correct deadline. This step will give you the estimated cost minus discount -- you may add the extra features if you wish.
Step 3 ....................................................discount and payment Use the discount code HAPPY2018 to enjoy up to 30% discount of your total cost After this step, proceed to safe payment; you can checkout using your card or PayPal Please note we will send the complete paper to the email you will provide while registering. A copy will also be uploaded to your account
Question: How will I know when my paper is complete? or How will I get the complete Paper?
Answer: Once we are done with the paper, we will be uploaded to your account. A copy will also be sent to the email you registered with. We can guarantee you the following:- 1. Our service is private and confidential; we don't spam or share your contacts with anyone 2. The final paper will be plagiarism free. We will send a Turnitin Report to the email you registered with 3. At our company, willing to do free unlimited revisions until you are satisfied with your paper
Question:- Am a new client, How can I get the guarantee that the paper will be completed and sent to me before my deadline?
Answer: Thank you for expressing your concerns. We would love to have you as our loyal customer. We are certain if we do good work, you will come back for me. Besides, you will give us referrals to your friends and family. For that reason, we can’t fail to deliver your paper within your specified time frame. We will ensure we submit the paper on time so that you can have enough time to go through it, if you have problems with the paper delivered, you can request a free revision. You are entitled to as many revisions as you would wish until you get a paper that satisfies you
Useful Links That Will Help You Around
Link to new order https://studentsolutionsusa.com/orders/stud/new
link to login page https://studentsolutionsusa.com/orders/login
New user registration link https://studentsolutionsusa.com/orders/register
Forgot Password https://studentsolutionsusa.com/orders/forgot/password