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FIN 420ASSIST Learning for leading/fin420assistdotcom

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FOR MORE CLASSES VISIT www.fin420assist.com FIN 420 Week 1 Individual Assignment Identify Personal Financial Goals FIN 420 Week 1 DQ 1 FIN 420 Week 1DQ 2 FIN 420 Week 2 Individual Assignment Worksheets 6 and 7 FIN 420 Week 2 LT Deliverable (Update on Final Project) FIN 420 Week 2 DQ 1 FIN 420 Week 2DQ 2 FIN 420 Week 3 Individual Assignment Personal Financial Plan FIN 420 Week 3 LT Deliverable (Update on Final Project) FIN 420 Week 3 DQ 1 FIN 420 Week 3DQ 2 FIN 420 Week 4 Learning Team Assignment Market Analysis Proposal FIN 420 Week 4 LT Deliverable (Update on Final Project) FIN 420 Week 4 DQ 1 FIN 420 Week 4DQ 2 – PowerPoint PPT presentation

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Title: FIN 420ASSIST Learning for leading/fin420assistdotcom


1
FIN 420ASSIST Learning for leading/fin420assistdot
com
2
FIN 420ASSIST Learning for leading
  • FIN 420 Entire Course
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • FIN 420 Week 1 Individual Assignment Identify
    Personal Financial Goals
  •  
  • FIN 420 Week 1 DQ 1
  • FIN 420 Week 1DQ 2
  • FIN 420 Week 2 Individual Assignment Worksheets 6
    and 7
  • FIN 420 Week 2 LT Deliverable (Update on Final
    Project)
  • FIN 420 Week 2 DQ 1
  • FIN 420 Week 2DQ 2
  • FIN 420 Week 3 Individual Assignment Personal
    Financial Plan
  • FIN 420 Week 3 LT Deliverable (Update on Final
    Project)

3
FIN 420ASSIST Learning for leading
  • FIN 420 Week 1 DQ 1
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Describe your current budgeting system. What
    factors influence your financial decisions? What
    are the benefits or concerns of your current
    budgeting system?

4
FIN 420ASSIST Learning for leading
  • FIN 420 Week 1 DQ 2
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Ch. 1 of Focus on Personal Finance introduces
    eight components of personal financial planning.
    Describe three components of personal financial
    planning. Visit one of the Key websites suggested
    on the corresponding pages of Focus on Personal
    Finance for each of the three components you
    described.

5
FIN 420ASSIST Learning for leading
  • FIN 420 Week 1 Individual Assignment Personal
    Finance Mission Statement
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  • Write a 350- to 700-word personal finance mission
    statement that describes where you want to be
    financially and how you want to get there.
    Communicate the following in your mission
    statement 
  • Personal values
  • Financial goals
  • Future vision
  • An easy action to take to meet your mission
  • A difficult action to take to meet your mission 
  • Format your assignment consistent with APA
    guidelines.

6
FIN 420ASSIST Learning for leading
  • FIN 420 Week 2 DQ 1
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Consider your personal cash flows. How would you
    adjust cash outflows (i.e. adjust your budget) if
    your household income was cut in half? If your
    cash inflows increased, how would you reallocate
    your surplus to meet your personal needs and
    objectives?

7
FIN 420ASSIST Learning for leading
  • FIN 420 Week 2 DQ 2
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Many different types of financial institutions
    exist. Differentiate between deposit institutions
    and non-deposit institutions. Provide two
    examples of deposit and non-deposit financial
    institutions with a brief explanation of each.
    How can you use each of these financial
    institutions to manage your cash flows and
    develop or enhance your personal financial plan?

8
FIN 420ASSIST Learning for leading
  • FIN 420 Week 2 Individual Assignment Personal
    Finance Problems and Summary
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Complete the Personal Finance Problems - Week 2.
  • Write a 750- to 1,050-word summary of the
    problems in which the team includes the
    following 
  • What influence does present and future value of
    money have on the different scenarios? 
  • What is the role of risk in determining decisions
    to diversify or how assets are allocated? 

9
FIN 420ASSIST Learning for leading
  • FIN 420 Week 2 Personal Finance Quiz
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • 1  Carla Lopez deposits 2,500 a year into her
    retirement account. If these funds have an
    average earning of 8 percent over the 40 years
    until her retirement, what will be the value of
    her retirement account?
  • 2  An ATM with a service fee of 2 is used by a
    person 100 times in a year. What would be the
    future value in 10 years (use a 3 percent rate)
    of the annual amount paid in ATM fees?

10
FIN 420ASSIST Learning for leading
  • FIN 420 Week 3 DQ 1
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Evaluate your personal risk tolerance using
    Exhibit 11-2 A Quick Test to Measure Investment
    Risk in Ch. 11 of Focus on Personal Finance.
    Based on your results, were you considered more
    conservative or less conservative? What factors
    affected your investment choices? Consider a
    friend or family member who is more conservative
    or less conservative than you.

11
FIN 420ASSIST Learning for leading
  • FIN 420 Week 3 DQ 2
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Financial experts agree that having an emergency
    fund is an essential component of a comprehensive
    financial plan. However, advice regarding the
    number of months of household expenses the
    emergency fund should cover varies between 3 and
    9 months. Taking into account the current
    financial environment, how many months of
    expenses

12
FIN 420ASSIST Learning for leading
  • FIN 420 Week 3 Individual Problem Worksheet
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Complete Worksheet 37 in Focus on Personal
    Finance, Your Financial Plan Evaluating
    Corporate Bonds.
  • Explain the principle of asset allocation. Using
    the Internet or library research, prepare a
    2-minute presentation describing why the
    principle of asset allocation is important when
    establishing an investment program.
  • Assume you are 59 years old

13
FIN 420ASSIST Learning for leading
  • FIN 420 Week 3 Learning Team Problems
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Assume that you are choosing an investment for
    your retired parents. What are the advantages and
    disadvanges of each of the following?
  • o   a bond issued by the federal government,
  • o   a state or local government,
  • o   or a corporation?
  •          Which would you recommend for your
    retired parents? Justify your answer.

14
FIN 420ASSIST Learning for leading
  • FIN 420 Week 4 DQ 1
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Adjustable rate mortgages (ARMs) have received a
    great deal of bad press due to the tremendous
    number of foreclosures resulting from families
    who could not afford the loan payments once the
    interest rates increased. Do you believe this
    loan option was used appropriately in recent
    years? Why or why not?

15
FIN 420ASSIST Learning for leading
  • FIN 420 Week 4 DQ 2
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Visit a site such as www.bankrate.com to
    determine current rates for both a 60-month and a
    36-month loan on a new car where the buyer must
    finance 20,000. Using the loan calculator, what
    is the difference in monthly payments between the
    60-month loan and the 36-month loan? Review the
    amortization tables. What is the difference in
    total interest one would pay over the life

16
FIN 420ASSIST Learning for leading
  • FIN 420 Week 4 Individual Assignment Mutual Fund
    Evaluation
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Choose a mutual fund family such as Vanguard,
    American Funds, T. Rowe Price, and so forth.
  • Identify one mutual fund from that family for
    each of the following categories 
  • Actively managed common stock fund
  • Fixed income fund
  • Balanced fund
  • International fund
  • Fund devoted to retirement investing 

17
FIN 420ASSIST Learning for leading
  • FIN 420 Week 4 Personal Finance Quiz
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • 1 As a stockholder of Kentucky Gas and Oil, you
    receive its annual report. In the financial
    statements, the firm reported after-tax earnings
    of 1,200,000 and has issued 1,500,000 shares of
    common stock. The stock is currently selling for
    24 a share.  What is the per earnings share for
    Kentucky Gas and Oil?
  • 2 Sarah and James Hernandez purchased 150 shares
    of Cisco Systems stock at 18 a share.

18
FIN 420ASSIST Learning for leading
  • FIN 420 Week 5 DQ 1
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Life insurance is a topic many people do not like
    to discuss, but understanding your familys needs
    and planning appropriately in the event of a
    premature death is also part of a comprehensive
    financial plan. Outlined in Ch. 10 are four
    methods for estimating life insurance needs.
    Which insurance options are most appropriate for
    your family situation?

19
FIN 420ASSIST Learning for leading
  • FIN 420 Week 5 DQ 2
  • FOR MORE CLASSES VISIT
  • www.fin420assist.com
  •  
  • Consider your current financial plan. Based on
    what you have learned about your financial goals,
    risk tolerance, and risk and return of various
    investment options, what adjustments should you
    make to the asset allocation of your investment
    portfolio? What specific actions do you need to
    take to make those adjustments or to establish
    your investment portfolio?

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FIN 420ASSIST Learning for leading/fin420assistdot
com
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