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MCS2100 Personal Financial Management

Question

Answered

Task:

Please create a financial strategy (a.k.a. financial plan, a.k.a. financial blueprint) for the couple, by providing actionable guidance around their

(i.) spending & savings

(ii.) debt & mortgage

(iii.) tax situation

(iv.) insurance & risk management

(v.) investments. Your answers must

Be justified by quantitative metrics as well as reasonable forward-looking assumptions about interest rates, stock market returns and tax rates.
 
If you feel information is missing (Note: Michael & Sandra are currently not available for a follow-up interview) then make some careful assumptions and/or create contingencies.

For example, it’s not acceptable to simply write: “Michael and Sandra should consolidate their debt.”

Rather, such a suggestion should be phrased as: “Michael & Sandra would save $X in interest over the next T years, if they consolidate their debt at a rate of R%.”

In other words, avoid generalization, magazine headlines and popular clichés.

In sum, I would start by creating and reporting a family balance sheet (FBS).
 
Then, proceed by breaking-down your recommendations (in essay format) into the five above-noted categories, per the pentagon discussion we had in class.

MCS2100 Personal Financial Management

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Tellus molestie nunc non blandit massa enim nec dui. Tellus molestie nunc non blandit massa enim nec dui. Ac tortor vitae purus faucibus ornare suspendisse sed nisi. Pharetra et ultrices neque ornare aenean euismod. Pretium viverra suspendisse potenti nullam ac tortor vitae. Morbi quis commodo odio aenean sed. At consectetur lorem donec massa sapien faucibus et. Nisi quis eleifend quam adipiscing vitae proin sagittis nisl rhoncus. Duis at tellus at urna condimentum mattis pellentesque. Vivamus at augue eget arcu dictum varius duis at. Justo donec enim diam vulputate ut. Blandit libero volutpat sed cras ornare arcu. Ac felis donec et odio pellentesque diam volutpat commodo. Convallis a cras semper auctor neque. Tempus iaculis urna id volutpat lacus. Tortor consequat id porta nibh.

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Rates of Semi Annual and a BEY Basis

Term Structure Modeling Assignment Please turn in the Excel file via Canvas. Using the spreadsheet: yield_curve_for_term_structure_problem.xlsx, please answer the following questions in the spreadsheet. Note that the headings in the spreadsheet will help you get started in building the spreadshe ...

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Securities and Managed Investments Accreditation

Stockbrokers and Financial Advisers Association – Core 1 Core 1 Securities and Managed Investments Accreditation Introduction Stockbrokers and Financial Advisers Association – Core 1 DISCLAIMER These materials are issued on the understanding t ...

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Calculation of Prices for all Bonds

Time in Years Time in Periods Coupon Rate YTM Price Discount Factor Sum of current and prior period discount factors Theoretical Semi -Annual Spot Rate 0.5 1 0.00% 6.00% 1 2 0.00% 6.25% 1.5 3 6.00% 6.50% 2 4 6.25% 6.75% 2.5 5 6.50% 7.00% 3 6 6.75% 7.25% 3.5 ...

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Establish Relationship with Client

Stockbrokers and Financial Advisers Association Candidate ID: Accreditation Name: Page 1 of 26 Assignment Answer Template — Core 1: Securities and Managed Investments Accreditation (v01) Candidate Details (candidate to enter details below) Candidate ID here: ...

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