Home| Course Catalog| Career Planning

Free Online Course on Personal Finance

Site Search

Financial Plan Assignments

Open your copy of Learning Tool 5A: Investment Plan Example that you copied before. Make sure you understand the terminology related to investment plans. We will discuss many aspects of this plan in upcoming sections.

You will not have only one portfolio; you will have many portfolios, all of which are important parts of your investment plan. Review your goals and objectives. What are you trying to accomplish individually and as a family through investing? With your investments, what will you be trying to accomplish? Think through your general investment guidelines in Section IIA for both Stage 1 and Stage 2, and fill in those sections.

Next, determine your investment constraints. When will you need money from your investments and why? Now is a good time to think about these needs. Fill out the constraints on Section II.B.1-4. on Liquidity, time horizon, taxes, and unique needs. Your average and marginal tax rates should come from your Tax Planning section.

Finally, determine your funding strategy for Section III.E. How will you save money for investing and saving? What is your goal to save each week or each month? How will you keep your priorities in order? Think through your funding strategy and fill out Section III.E.

 



Our Network Of Sites:
Apply 4 Admissions.com              | A2ZColleges.com  | OpenLearningWorld.com  | Totaram.com
Anatomy Colleges.com                | Anesthesiology Schools.com  | Architecture Colleges.com | Audiology Schools.com
Cardiology Colleges.com            | Computer Science Colleges.com| Computer Science Schools.com| Dermatology Schools.com
Epidemiology Schools.com         | Gastroenterology Schools.com  | Hematology Schools.com     | Immunology Schools.com
IT Colleges.com                | Kinesiology Schools.com  | Language Colleges.com  | Music Colleges.com
Nephrology Schools.com             | Neurology Schools.com  | Neurosurgery Schools.com | Obstetrics Schools.com
Oncology Schools.com    | Ophthalmology Schools.com | Orthopedics Schools.com       | Osteopathy Schools.com
Otolaryngology Schools.com| Pathology Schools.com  | Pediatrics Schools.com  | Physical Therapy Colleges.com
Plastic Surgery Schools.com| Podiatry Schools.com  | Psychiatry Schools.com   | Pulmonary Schools.com 
Radiology Schools.com| Sports Medicine Schools.com| Surgery Schools.com | Toxicology Schools.com
US Law Colleges.com| US Med Schools.com | US Dental Schools.com

About Us Terms of Use | Contact Us | Partner with Us | Press Release | Sitemap | Disclaimer | Privacy Policy


©1999-2011 OpenLearningWorld . com - All Rights Reserved