2. Whats Next for Your Personal Financial Plan? Based on this savings plan analysis, determine the best

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2. What’s Next for Your Personal Financial Plan?

Based on this savings plan analysis, determine the best types of savings plans for your current and future financial situation.

When analyzing savings plans, what factors should you carefully investigate?

Comparing Savings Plans Purpose: To compare the costs and benefits associated with different savings plans.
Financial Planning Activities: Analyze online information and contact various financial institutions to obtain the information requested below. This sheet is also available in an Excel spreadsheet format in Connect Finance.
Suggested Websites: www.bankrate.com, www.nerdwallet.com, www.savingsaccounts.com

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Focus On Personal Finance

ISBN: 9781259919657

6th Edition

Authors: Jack Kapoor, Les Dlabay, Robert Hughes, Melissa Hart

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