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Assume you are set for an interview on financial analyst position. Answer the following questions and give thorough explanations to increase your chances of getting
Assume you are set for an interview on financial analyst position. Answer the following questions and give thorough explanations to increase your chances of getting the job. Also attach your curriculum virtae.
- Do you know how much yousave or spendeach year?
- What is my currentnet worth?
- What arethe ten most important thingsI want to accomplishwhile you're on this Earth?
- Am Iborrowingmoney the most efficiently?
- How much am I investing inmyown human capitalor that of my children and grandchildren so they can earn the most during their working years?
- Do I have the proper choices in myretirement or 401(k)planand is it enough to allow me to retire when I intend to?
- Do I have the proper amount in anemergency fund?
- If something were to happen to me, will my family be able to puteverything together?
- Do I have the proper amount ofinsuranceso my family will be taken care of if I die, become disabled or am sued?
- Doeslong term caremake sense for me?
- Is myestate planup to dateand do I have a will, a durable power of attorney, a healthcare proxy, or a trust?
- Is there anything else I can do toreduce my income taxesthat I'm not doing now?
- What is myrisk toleranceand how much risk am I taking right now?
- What is mycurrentasset allocationwith all the things I own?
- Have I named the properbeneficiariesof my insurance and retirement accounts?
- What has been myrate of returnover the years and is it competitive to the respective benchmarks?
- Am I up to date on thelatest investmentslike Exchange-Traded Funds and Alternative Investments that may be negatively correlated to the stock market?
- If I only had5 years to live, what would I change in my life?
- Ifmoney were no object, what would I be doing right now?
- If I found out I was going to die tomorrow,what do Iregret not doing?
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