Create a comprehensive personal financial plan based upon current and future financial needs. This plan must include the following: Life expectancy…
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Create a comprehensive personal financial plan based upon current and future financial needs. This plan must include the following: Life expectancy planning Survivorship needs Lifestyle considerations Final disposition of assets Contingency allowances The plan should be organized in the following manner: Current and future income needs Debt acquisition and retirement Acquisition and disposal of personal assets Emergency cash funds Investment plan Retirement plan Estate plan Tax Plan
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