22 Aug Develop you or your family’s short-term and
- Develop you or your family’s short-term and long-term financial goals.
- Create investment strategies and plans toward each of the identified goals.
- Complete the assignment using the the format below
Instruction:
List 5 investment actions that are needed to fulfill your family’s financial goals. Please be specific on the type of investment tools to use and make proper assumptions on the rate of return. Make sure to include time value of money in the process. Some common goals include retirement funds, vacation, and education fund.
Short-Mid-Term Goals (1-5 year)
Amount needed
(in today’s dollars)
Time Horizon
Action Plans
Long-Term Goals (greater than 5-10 years)
Amount needed
(in today’s dollars)
Time Horizon
Action Plans
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