costs and other expenses. Their child in
college has no scholarships, grants, or job.
3. Karen and Jay are both 25 years old and are
about to get married. They both have poor
credit due to some bad financial choices made
in college. Jay has a job lined up and is
expecting to make $100,000 per year. Karen is
a teacher and makes $35,000 per year. They
rent an apartment and have a child on the way.
Their goal is to retire at 45 and travel the
world, so their objective is to save as much
money as possible for 20 years and then live
on it for the rest of their lives. They have heard
that individual stocks and bonds are the best
way to make quick money and want your
advice.
4. Joseph and Mary are 60 years old. They have
$200,000 saved in an IRA, and own a house
worth $200,000. Mary is retired, and would like
Joseph to retire as well, but he would prefer to
work part time at something that will allow
them to travel whenever they please. Their
lifestyle is such that they required $60,000 per
year to live comfortably. They don’t feel that
they need a will or an estate plan because they
have no children.
The paper should be 3-5 pages in length and must
be formatted using APA standards. Supporting
documents are encouraged (such as, spreadsheets,
tables, graphs, and etc.) but do not count toward the
Submit Assignment
Next
Inbox
Previous
To Do
Notifications
Dashboard
Calendar
Assignmentsden brings you the best in custom paper writing! To get started, simply place an order and provide the details!
Place Order