Finance essay | Business & Finance homework help


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The purpose of this assignment is to provide a “hands on” experience to synthesize the personal finance concepts that you have learned throughout the semester by applying them to a “real life” individual or family. Here’s what you need to do:

1. Read the Personal Financial Case assigned to you.

2. Each financial planning case encompasses a variety of ages, situations, and financial challenges to analyze. Feel free to add additional assumptions to the case as long as they are realistic for the situation and described in your report. 

3. Review the Financial Case Study Scoring Sheet to learn the criteria for grading this assignment. 

4. Prepare a written report of no more than five pages (double-spaced, double between paragraphs) about the case study and your analysis and recommendations. 

Your financial case analysis should include the following items, as appropriate:

  • A      discussion of the strengths and      weaknesses      of the individual or family’s financial situation 
  • Correction      of any misinformation that      the individual or      family has about financial topics 
  • Comments      about the individual or      family’s cash      flow 
  • Comments      about emotional issues related      to the      individual or family’s financial situation 
  • Calculations      of the savings required to      reach financial      goals 
  • 3      to 5 recommended action steps to      improve the      individual or family’s financial situation 
  • Recommended      financial products such as      bank accounts,      insurance policies, and mutual funds (real products found           through research).
  • Available      resources that can assist the      individual or      family to improve their finances 
  • Any      other information that you feel is      useful      and germane to the case 
  • References      for source materials used to      analyze the      case (feel free to use your textbooks, class notes, Web sites,           financial publications, and other resources      to assist in your analysis).      APA format      throughout, including a cover page with your name and section      on      it.