Personal Finance Concepts

Personal Finance Concepts

Weekly tasks or assignments (Individual or Group Projects) will be due by Monday and late submissions will be assigned a late penalty in accordance with the late penalty policy found in the syllabus. NOTE: All submission posting times are based on midnight Central Time.

Create a comprehensive personal financial plan based upon current and future financial needs. This plan must include the following:

Life expectancy planning
Survivorship needs
Lifestyle considerations
Final disposition of assets
Contingency allowances
The plan should be organized in the following manner:

Current and future income needs
Debt acquisition and retirement
Acquisition and disposal of personal assets
Emergency cash funds
Investment plan
Retirement plan
Estate plan
Tax Plan
Please submit your assignment.

For assistance with your assignment, please use your text, Web resources, and all course materials.

Course Materials

Course Materials

Points Possible:250
Date Due:Monday, Feb 09, 2015
Objective:
Identify common income tax minimization strategies. And please use chart and taxes form explaining what every you guys write and please give main ideal in this assignment please. If you chart explain each and everyone of them

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