Category Archives: FIN 420 (NEW)

FIN 420 Week 5 Team Scenario Assignment NEW

FIN 420 Week 5 Team Scenario Assignment NEW

Choose one of the four following life situations:
Husband/wife, two kids, 1 income, mortgage, good salary, some savings, and no college fund.
Divorced, 55 years old, $1.2 million, 2 kids in college, and no debt.
24-year-old single woman, college graduate, engineer, and $20,000 savings.
74-year-old widower, excellent pension, $500,000, long-term care insurance, and three children.
Create a 700- to 1,050-word analysis in which you do the following:
Describe the risk tolerance for the life situation selected.
Recommend an asset allocation (specify percentage allocated to each asset group) to match that risk.
Develop an investment portfolio that meets their needs.
Consider and recommend any insurance that is appropriate.
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.
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FIN 420 Week 5 Research and Reflect NEW

FIN 420 Week 5 Research and Reflect NEW

Choose one major concept from this course.
Research this concept within the University Library.
Write a 350- to 700-word summary of your research.
Apply what you learned to your own personal or professional life.
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FIN 420 WEEK 5 Research and Reflect

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FIN 420 Week 4 Textbook Problems NEW

 FIN 420 Week 4 Textbook Problems NEW

Write a 175- to 350-word response to Case 6 on p. 317 in Ch. 10 of Personal Finance.
Complete “Do the Math”, #2 on p. 344 in Ch. 11 of Personal Finance.
Complete #1, “Calculating Life Insurance Need”, on p. 376 in Ch. 12 of Personal Finance.
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FIN 420 Week 4 Team Life Insurance Presentation NEW

FIN 420 Week 4 Team Life Insurance Presentation NEW

Include the following:
Compare and contrast the various forms of life insurance.
Describe the provisions of life insurance policies.
Evaluate and explain the methods used to calculate life insurance needs, and
Make any general recommendations.
Format your paper consistent with APA guidelines. Use a separate section header for each of the 4 requirements, and sub-headers for items under each. Points are deducted for not using these headers.
Click the Assignment Files tab to submit your assignment. Submit only 1 file for your assignment.

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FIN 420 Week 4 Team Life Insurance Paper NEW

FIN 420 Week 4 Team Life Insurance Paper NEW

Write a 1,150- to 2,000-word paper about life insurance that explains some basics to a potential purchaser.
Include the following:
Compare and contrast the various forms of life insurance.
Describe the provisions of life insurance policies.
Evaluate and explain the methods used to calculate life insurance needs, and
Make any general recommendations.
Format your paper consistent with APA guidelines. Use a separate section header for each of the 4 requirements, and sub-headers for items under each. Points are deducted for not using these headers.
Click the Assignment Files tab to submit your assignment. Submit only 1 file for your assignment.

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FIN 420 Week 3 Team Mutual Funds Analysis NEW

FIN 420 Week 3 Team Mutual Funds Analysis NEW

Research 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.
Write a 1050- to 1400-word paper including an evaluation for each mutual fund using attached checklist. Do not submit this checklist with your assignment, but use it as a guide in evaluating the characteristics of each fund.
Include the following in your evaluation:
Analysis of the characteristics of each fund.
Recommendation of the type of investor to which each fund is suited.
Format your paper consistent with APA guidelines. Use a separate section header for each of the mutual funds, and sub-headers for items under each. Points are deducted for not using these headers.
Click the Assignment Files tab to submit your Microsoft® Word document. Submit only 1 file for your assignment.

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FIN 420 Week 3 Bond Ratings NEW

FIN 420 Week 3 Bond Ratings NEW

Research bond information within the University Library or the Internet.
Answer the following:
What type of information about bonds is available on the Internet? How can you use this information within your personal or professional life? (90- to 175-words)
Explain what the following bond ratings mean for investors (20 to 40 words each):
AAA
BBB
B
CC
Format your assignment consistent with APA guidelines. Use a separate section header for each of the requirements, and sub-headers for items under each. Points are deducted for not using these headers.
Click the Assignment Files tab to submit your Microsoft® Word document.

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FIN 420 Week 2 Team The Johnsons NEW

FIN 420 Week 2 Team The Johnsons NEW

FIN 420 Week 2 Learning Team: The Johnsons
Review Case 1, “The Johnsons Decide to Buy a Car”, p. 245.
Complete the questions.
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FIN 420 Week 2 Case Study Carol Jones NEW

FIN 420 Week 2 Case Study Carol Jones NEW

Case Study: Carol Jones

Carol works as a business representative for an import/export company. Her job provides her with the opportunity to travel and experience new things. Because she travels so much, Carol feels that she does not have a handle on her finances. She has decided to pay a visit to a financial advisor for help.

Assignment Requirements:

Microsoft® Excel spreadsheet with Three (3) Sheets:

Create the following financial analyses using the information provided for Carol (Hint: first identify each item as an Asset, Liability, Cash Inflow or Cash Outflow):

Sheet 1.a Balance Sheet, including a line item showing Carol’s overall Net Worth.
Sheet 2.a Cash Flow Statement, for a single month, including a line item showing Carol’s overall Net Cash Flow.  Organize cash outflows by Debt payments and Expenses, with subtotals for each.

Format these 2 sheets professionally and consistently. APA formatting is NOT required.

Sheet 3.    Write a concise (1 paragraph each) response that addresses each the following items:

1.         Apply financial planning concepts to advise Carol and explain how Carol can benefit from financial planning. Describe the benefits of using financial statements in financial planning.
2.         Explain strategies that Carol can use to increase her net worth. How does this affect her cash flow?
3.         Describe the sources available for asset management.
4.         Compile a list of legal protections that can be used to protect Carol’s assets.

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