business HW

BUS-121 Spring 2017

Instr: Frank Caperino

Personal Financial Planning

in Action

Name:

Chapter 1 Assignment

Chapter 1 Assignment: (10 points)

Create at least three short-term goals and at least three intermediate-term and/or long-term goals. Also, create at

least one non-financial goal. (Three short-time + Three intermediate-/long-term + One non-financial = Seven goals total)

Use the goals in the presentation as a guide or use some of the goals in the text or be as detailed as you like.

You must include the measurable goal, the actions you will take, the time horizon, and the priority.

Due: February 13th

Optional from the fifth edition book – For your own enrichment / enjoyment

Page 25, Problems: 5, 6a, 6b, 9, 10, 12

Page 26, Case in Point: 1, 2, 3

Pages 26-27, Continuing Case: 1, 3, 4

Your Personal Financial Plan: Sheet 2 (Another format for Goal Setting; Sheets are at the end of each chapter)

Other editions will have very similar problems. Scan through the problems at the end of each chapter and choose

those that are similar to the Future Value Worksheet and the Future Value Practice handout.

Read and Follow the Instructions Carefully!

Seven goals in total. Four items (;measurable goal, actions, time horizon, and priority) per goal.

Three short-term goals + Three intermediate-long-term goals + One non-financial goal = Seven goals Please see the presentation for chapter 1. Please see the Rubric for Goals Assignment.