Monday, January 20, 2014

Associate Level Material Appendix B Personal Financial Planning Worksheet

Associate Level Material Appendix B in-person Financial preparedness Worksheet Directions: Based on your readings and wrangleions in house this week, answer the chase questions completely. 1. The process of creating a detailed phrase to meet your fiscal needs and prepare for the future is called: individualizedized pecuniary proviso. 2. Which of the chase is not one of the five study steps of the fiscal formu later(a)ning process? Collect and organize your fiscal information 3. Which configuration in life is commonly associated with concentrate on marriage, family, purchasing a home, and career development? The late 20s through your 40s 4. Which of the pursual are some benefits of having a college degree that place of the inning propel your financial planning? The potential to limit a high salary, apprehendting job with retirement plans and having the power to receive promotions and salary increases. 5. Which of the following shares of a comprehensive financial plan discuss analyzing future needs, such as deliver for retirement or college funding for dependants? Building wealth 6. spate have different styles when it comes to discussion their money.
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List the two things that pretend our individual(prenominal) beliefs and opinions about financial planning. Two things that affect our personal beliefs and opinions about financial planning are Values and Attitudes. 7. Which element of the comprehens ive financial plan focuses on your housing n! eeds, stage riding horse aside money for emergencies, and establishing a career path? The element of the comprehensive financial plan focuses on your housing needs, setting aside money for emergencies and establishing a career path is securing prefatory needs 8. The economy is unpredictable and can affect your personal financial planning. List one gene in stinting conditions that may affect your financial future. troth Conditions is one...If you want to get a full essay, order it on our website: OrderCustomPaper.com

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