Comprehensive case assignment #1: case 6 “griffin case”

Comprehensive case assignment #1: Case 6 “Griffin case”

Goal 1: Determine present value of Education costs for all children. (Hints- similar to example mini-case 3 on page 152 calculations)

Goal 2: Prepare a debt management analysis with recommendations. (Hints- similar to example mini-case 2 on page 146-148)

Goal 3: Determine costs of retirement needs and compare this with various retirement age scenarios. (Hints- similar to example mini-case 4. We covered example mini-case 5 where we calculated ‘the retirement goals’. You will first do this step and then make some alternative analyses, page 161).

Goal 4: Determine PASS portfolio expected return and suggest whether client is better off switching to PASS recommended portfolio system.

ALL CALCULATIONS MUST BE DONE IN EXCEL WITH FORMULAS!

Need your ASSIGNMENT done? Use our paper writing service to score better and meet your deadline.


Click Here to Make an Order Click Here to Hire a Writer