Create a comprehensive personal financial plan based upon current and future financial needs. This plan must include the following: Life expectancy...
tjonsoCreate a comprehensive personal financial plan based upon current and future financial needs. This plan must include the following:
Life expectancy planning
Survivorship needs
Lifestyle considerations
Final disposition of assets
Contingency allowances
The plan should be organized in the following manner:
Current and future income needs
Debt acquisition and retirement
Acquisition and disposal of personal assets
Emergency cash funds
Investment plan
Retirement plan
Estate plan
Tax Plan
12 years ago
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