FIN 420 Wk 5 Team – Scenario Assignment

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FIN 420 Wk 5 Team - Scenario Assignment
FIN 420 Wk 5 Team – Scenario Assignment
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FIN 420 Wk 5 Team – Scenario Assignment

Work with your team on the Team Conversations page under this assignment (click person/bubble icon at upper-right of Team Assignment page) to complete this assignment. All team members must participate with the team and each post your portion on the Team Conversations page to document your participation.

 

Choose one of the four following life situations:

  1. Husband/wife, two kids, 1 income, mortgage, good salary, some savings, and no college fund.

  2. Divorced, 55 years old, $1.2 million assets, 2 kids in college, and no debt.

  3. 24-year-old single woman, college graduate, engineer, $25,000 student loan, and $20,000 savings.

  4. 74-year-old widower, excellent pension, $500,000, long-term care insurance, no debt, and three children.

 

Create a 700- to 1,050-word analysis in which you do the following:

  1. Describe the risk tolerance for the life situation selected.

  2. Recommend an asset allocation specifying percentage allocated to each asset group (categories of securities and other assets types) to match that risk.

  3. Develop an investment portfolio that meets their needs, specifying the categories of securities or other assets types.

  4. Consider and recommend any insurance (consider all types) that is appropriate.

  5. Specify any estate planning tools necessary to protect the family and their assets.

 

Format your paper consistent with APA guidelines. Use a separate section header for each of the 5 requirements. Points are deducted for not using these headers.

 

Submit your Microsoft® Word document under the Assignment. Only 1 team member submit only 1 file for your team assignment.