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This questiati requires students to read throegh the case below and to propare a formal persenal financial plan for thir ctrest. Sthidents doeld drinke thrig

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This questiati requires students to read throegh the case below and to propare a formal persenal financial plan for thir ctrest. Sthidents doeld drinke thrig financial plan into the followner socborer. 1. Exckerround 2. Clecet Cioals a. Objectiver 3. Cate Assumytant 4. Financial Miantigerarnt 5. Asset Manatemicent 6. Tax Planning J. Retirenemt Mlanning 8. Estate Phaming Client Cale Assilaternt-The Brenat It' a Mimadny womung, Nonvales 14, ath BHCKGROWND - Bill is age 63 asa Benty as age Sc. (9)) Bill s. Detty lanv tae chaltran. CHINTS GOAL5 \& OIHECIITS (Decenter 31, 2099). their ripades. 2023.24 5. Your chents also with to encuet that all golichlle tur plinaing inerest aptining has beet cenopleted. 6. Bill and Bietty wat to enwe thie ther dwallef grobos will be talk cee of finascialiy. itrea he veachies aure 60 . any thure reandahilira Gast assumeriovs - Your chirnte are equected to line waye in. - When the retire ini 2 years your clients atat te wat Aer pencrit retidence (corieny primente whice each of therm rrach age if 53 . per month to ber Employer's Peacien Fhat Beny witl le elichlis a stat socening in 2y+ars - Yoir calcularicai sboulf ipwir andirios Rart A.CASHILOW ST NIEMENI. Use the fotlewing information sa compleft the Cubl Rlw Statement below: Inceme - As uncussed abore. Frpraser The Brivumi expect their lical cweaves fir 2022 to be 510,625 per ascath Inclafod in their fotai exyenser are tle fothoum - The Browns' budent for 2 trije to Fancpe, per year, for a fetal cont of 56,000 for che jear fir both of them. - In 2018, the Browas took up aailing a a bolky and they now reat a large mailboat each sommer Sailag hat adled a large cost (\$,, 900 his sutal eade year) to the Broma's bodget. in addition ba the 2 trige to Euscpe mmational atwer. Aditiaional monihty costs in October 2022 fir Be Brcwe't are linfed belowe? FIQIIRID: Using the template below complete the monthly Carh Flow Stalement (for the month of October) far the Brouna. GLINVT The Rrewea DATE OCTOBER 202z CLKRENT MONTHLY CASHELOW ST AITMENT (Revenue - F 1 Mrame) FOR THE MONTH OF OCI OEE 209? This questiati requires students to read throegh the case below and to propare a formal persenal financial plan for thir ctrest. Sthidents doeld drinke thrig financial plan into the followner socborer. 1. Exckerround 2. Clecet Cioals a. Objectiver 3. Cate Assumytant 4. Financial Miantigerarnt 5. Asset Manatemicent 6. Tax Planning J. Retirenemt Mlanning 8. Estate Phaming Client Cale Assilaternt-The Brenat It' a Mimadny womung, Nonvales 14, ath BHCKGROWND - Bill is age 63 asa Benty as age Sc. (9)) Bill s. Detty lanv tae chaltran. CHINTS GOAL5 \& OIHECIITS (Decenter 31, 2099). their ripades. 2023.24 5. Your chents also with to encuet that all golichlle tur plinaing inerest aptining has beet cenopleted. 6. Bill and Bietty wat to enwe thie ther dwallef grobos will be talk cee of finascialiy. itrea he veachies aure 60 . any thure reandahilira Gast assumeriovs - Your chirnte are equected to line waye in. - When the retire ini 2 years your clients atat te wat Aer pencrit retidence (corieny primente whice each of therm rrach age if 53 . per month to ber Employer's Peacien Fhat Beny witl le elichlis a stat socening in 2y+ars - Yoir calcularicai sboulf ipwir andirios Rart A.CASHILOW ST NIEMENI. Use the fotlewing information sa compleft the Cubl Rlw Statement below: Inceme - As uncussed abore. Frpraser The Brivumi expect their lical cweaves fir 2022 to be 510,625 per ascath Inclafod in their fotai exyenser are tle fothoum - The Browns' budent for 2 trije to Fancpe, per year, for a fetal cont of 56,000 for che jear fir both of them. - In 2018, the Browas took up aailing a a bolky and they now reat a large mailboat each sommer Sailag hat adled a large cost (\$,, 900 his sutal eade year) to the Broma's bodget. in addition ba the 2 trige to Euscpe mmational atwer. Aditiaional monihty costs in October 2022 fir Be Brcwe't are linfed belowe? FIQIIRID: Using the template below complete the monthly Carh Flow Stalement (for the month of October) far the Brouna. GLINVT The Rrewea DATE OCTOBER 202z CLKRENT MONTHLY CASHELOW ST AITMENT (Revenue - F 1 Mrame) FOR THE MONTH OF OCI OEE 209

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