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Read “Case in Point – Planning for Retirement” in Ch. 14 of your
text. Answer the following questions:
In the past, many workers chose to stay with their employers until
retirement. What was the major reason for employee’s loyalty?
How did Maureen amass $1.4 million for retirement, while Therese
could only accumulate $553,000?
Why do women need to start early to save for retirement?
What expenses may increase or decrease during retirement?
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FIN 420 Week 5 Team Assignment Financial Planning in
Action

FOR MORE CLASSES VISIT
www.fin420assist.com
Choose a minimum of three of the four following life situations (or use
all four):
Husband/wife, two kids, 1 income, mortgage, good salary, some savings,
no college fund
Divorced, 55 years old, $1.2 million, 2 kids in college, no debt
24-year-old single woman, college graduate, engineer, $20,000 savings
74-year-old widower, excellent pension, $500,000, long-term care
insurance, three children
Write a 1,050- to 1,400-word paper in which you do the following:
Describe the risk tolerance and recommended asset allocation to match
that risk for each of the life situations selected.
Choose some appropriate investments.
Describe what type of account would be best to hold the investment.
Consider and recommend any insurance that is appropriate and any
estate planning tools.
Format your paper consistent with APA guidelines.
Click the Assignment Files tab to submit your assignment.
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