Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

2.2 Cora Hamilton Learns to Budget Cora Hamiton recently graduated from college and moved to Charlotte to take a job as a market research analyst.

image text in transcribed
image text in transcribed
image text in transcribed
2.2 Cora Hamilton Learns to Budget Cora Hamiton recently graduated from college and moved to Charlotte to take a job as a market research analyst. She was pleased to be financially independent and was sure that, with her $45,000 salary, she could cover her living expenses and have plenty of money left over to furnish her studio apartment and enjoy the wide variety of social and recreational activities available in Charlotte. She opened several department-store charge accounts and obtained a bank credit card. For a while, Cora managed pretty well on her monthly take-home pay of $2,893, but by the end of 2020, she was having trouble fully paying all her credit card charges each month. Concerned that her spending had gotten out of control and that she was barely making it from paycheck to paycheck, she decided to list her expenses for the past calendar year and develop a budget. She hopec not only to reduce her credit card debt but also to begin a regular savings program. Cora prepared the following summary of expenses for 2020 : for 2021 : 1. All expenses will remain at the same levels, with these exceptions: a. Auto insurance, auto expenses, gas and electricity, and groceries will increase 5 percent. b. Clothing purchases will decrease to $2,250. c. Phone and cable TV will increase $5 per month. d. Furniture purchases will decrease to $660, most of which is for a new television. e. She will take a one-week vacation to Utah in July, at a cost of $2,100. 2. All expenses will be budgeted in equal monthly instaliments except for the vacation and these items: a. Auto insurance is paid in two installments due in June and December. b. She plans to replace the brakes on his car in February, at a cost of $220. c. Visits to the dentist will be made in March and September. 3. She will eliminate his bank credit card balance by making extra monthly payments of $75 during each of the first six months. 4. Regarding her income. Cora has just received a small raise, so her take-home pay will be $3,200 per month. Critical Thinking Questions 1. a. Prepare a preliminary cash budget for Cora for the year ending December 31, 2021, using the format shown in Worksheet 2,3 . b. Compare Cora's estimated expenses with her expected income and make recommendations that will help her balance her budget. 2. Make any necessary adjustments to Cora's estimated monthly expenses, and revise her annual cash budget for the year ending December 31, 2021, using Worksheet 2.3. 3. Analyze the budget and advise Cora on her financial situation. Suggest some long-term, intermediate, and short-term financial goals for Cora, and discuss some steps she can take to reach them. ANNUAL CASH BUDGET BY MONTH Name(s) pylan and Julias Notider

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Construction Accounting And Financial Management

Authors: Steven J. Peterson

1st Edition

0131109391, 978-0131109391

More Books

Students also viewed these Accounting questions

Question

Derive the mean and variance of the exponential distribution.

Answered: 1 week ago

Question

=+1. Describe the value chain of the media industry!

Answered: 1 week ago

Question

=+3. Draw the submodels of an integrated business model!

Answered: 1 week ago