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rst we need to close some apps. Update now Judy Shipley Judy Shipley graduated recently from Denver University with an MBA. She had five years

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rst we need to close some apps. Update now Judy Shipley Judy Shipley graduated recently from Denver University with an MBA. She had five years of experience with a brokerage firm before entering DU, and this experience plus a very marketable degree have landed Judy a fantastic position as an assistant portfolio manager with a mutual fund company in Denver where she plans to live alone. Her starting salary will be $110,000. Judy is unmarried and not contemplating marriage in the immediate future. She currently has no debts and no significant assets. Judy has assembled a list of goals that she would like to begin saving for today and achieve over the next 8 years. The list does not include a retirement goal because her employer maintains a generous 401(k) plan in which she will participate. Judy hopes that her high income will support an ambitious savings program because she wants to avoid borrowing to find any of the financial goals (below) that she has set for herself Judy anticipates an inflation rate of 4% will affect the price of all of the goals shown below except the down payment on the townhouse. In this regard, her research on real estate values in her area has indicated that housing prices have been increasing at an 8% rate annually. Because Judy is a rather conservative investor, she anticipates being able to eam only about 6% annually on her money going forward. Using the information below as a starting point, and for each of the goals listed, calculate how much Judy must save each year to achieve each of the four goals within the stated time frame. Assume all her savings deposits will be made in one lump sum, at the beginning of each year. 1. How much (for all of her goals, combined) must Judy save and invest during the first year of her savings program? 2. Assuming that 1) Judy's taxes and 401(k) contributions will consume about 40% of her income, and that 2) Judy needs $50,000 per year to cover her annual living expenses, will she be able to meet her savings requirements as calculated in #1 above? Prove your answer mathematically 3. If your analysis shows this savings program to be unreasonable/infeasible, and speaking generally, in what ways might she change the savings goals below in order to make the overall plan more realistic? Speaking generally. Intended Activity Time Frame Current Cost Trip to Australia 2 years $20,000 Pay cash for new Lexus 4 years $60,000 40% Downpayment on $200K townhouse 6 years $80,000 New furniture for townhouse 8 years $100,000

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