Investment Planning Proposal FP 100 WEEK 5
Investment Planning Proposal FP 100 WEEK 5 Investment Planning Proposal FP 100 WEEK 5 Investment Planning Proposal Imagine you are meeting with friends to discuss the importance of investments as part of a retirement plan. Read the following summaries of the financial situation and goals of two of your friends: Kathy Kathy is a 28-year-old, single mother of twin boys. She has been working as a public relations media specialist for three years, having worked at the same company where she started out answering the phones. She has her B.A. in Communications and a student loan of $20,000 she has not yet begun to pay off. Her job pays $70,000 a year. She receive no financial support from the father of her twins. Her costs include paying for childcare, credit cards, and a mortgage. She is able to set aside between $200-325 a month in a savings account. Her financial goals are to pay off the remaining $1,000 of her credit card debt, and to begin contributing ...