Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

I Having just graduated from College with a degree in finance, you landed a job as a finance counselor for a large company. Your very

image text in transcribed
I Having just graduated from College with a degree in finance, you landed a job as a finance counselor for a large company. Your very first client is a young couple who want to put their financial business in order. Both the husband and the wife are 27 years ago and in stable employment. They want to retire together at the age of 65. Thus, they have 38 (=65-27) years until retirement from now. They want you to help them in their financial planning by answering a series of questions as follows. 1. The couple has combined annual income of $75,000 today. They expect an annual average growth in their income of 4%. Use Excel spread sheet to show your analysis. How much will they be making annually by the time they retire? 2. They want to retire with $2 million in savings. They also want to set aside a flat $5,000 every year, at the beginning of each year starting now, as savings toward the retirement goal. What does the saving have to grow in value per year in order for them to achieve their retirement goal? They have no savings for this purpose as of today. 3. Assume they have $5,000 already set aside for the purpose of retirement, how much would they have to save every year, at the beginning of each year starting now, in order to attain the goal of $2 million by the time they retire? Use Excel spread sheet to show your analysis. Assume they are able to achieve an average rate of return on their savings of 7%. 4. If they have retired with $2 million in savings, and they want to withdraw $100,000 every year for living expenses at the beginning of each year, how long can their retirement nest egg last (in years) if the rate of return on their savings is 3% post-retirement? 5. The couple plan to have their first kid in exactly 2 years from now. Today a college education costs about $30,000 a year. Assume this education cost grows with an annual inflation rate of 6%. How much will the college education cost per year when the child turns 18? 6. The couple plan to buy a house, and the loan amount is $200,000. The annual rate is 5%, and the term is 30 years. How much should they pay for their monthly mortgage? How much interest will they pay for the second month? (hint: monthly interest monthly interest rate*beginning balance of the principal) 7. The couple plan to buy a new car in five years, and start to save money and deposit $300 in their saving account at the end of every month, if the annual rate is 6%, how much will they have at the end of year 5? 8. The couple plan to have their own business in four years, and they plan to invest $5000 in year 1, $6000 in year 2, $8000 in year 3, and $10,000 in year 4, if the annual rate is 5%, how much money will they have at the end of year 4

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

Financial Management Of Health Care Organizations

Authors: William N. Zelman, Michael J. McCue, Alan R. Millikan, Noah D. Glick

2nd Edition

063123098X, 9780631230984

More Books

Students also viewed these Finance questions

Question

Distinguish between HRD and human resource management (HRM)

Answered: 1 week ago

Question

Define what the four-fifths rule is.

Answered: 1 week ago