Finance assignment – personal financial planning

Finance assignment – personal financial planning.

EC 104 Personal Financial Planning                           


This assignment must be typed, 1.5 spacing, 12 point font. 


Determine two goals (one short term and one long term) that you wish to achieve(you can make up fictional ones if you have privacy concerns).   Explain how you will achieve them and what length of time you estimate it will take for you to do so.   What will be the biggest obstacle in your efforts to achieve these goals?


1.      You are going out to celebrate your upcoming graduation and want to make sure that you don’t spend too much money.  Another friend tells you that he keeps his spending in check by taking out money ahead of time using a credit card at his bank.  You tell him this is a bad idea and he tells you it isn’t. After all, he limits his spending. Who’s right?  Explain.


2.      Suppose you have $10,000 in funds that you wish to invest in the stock market.   What type(blue chip, etc)  of stocks would you purchase(percentage wise 10%, etc) in order to create a diverse portfolio?  Explain why you chose these allocation amounts.


3.      Go to and look under the Dow complimentary tab on the left.  Choose a stock and tell me whether you would buy this stock or not.  (There are 30 to choose from.)  What things did you look at and how does it fit into your financial planning goals?


4.      Explain when and if you should get the following types of insurance:


a.      Life insurance (when and how much?)


b.     Auto insurance


c.      Long term disability


d.     Long term care



e.     Home insurance

Finance assignment – personal financial planning

Calculate your order
Pages (275 words)
Standard price: $0.00
Client Reviews
Our Guarantees
100% Confidentiality
All your data is secure and will never be disclosed to third parties. Your essay or assignment is treated as your intellectual property and can never be shared or provided as a sample to aspiring customers.
Original Writing
We complete all papers from scratch. You can get a plagiarism report.
Timely Delivery
You will never have to worry about deadlines – 98% of our assignments are completed on time.
Money Back
We give refunds anytime you feel the work did not meet your expectations. However, we have not refunded any papers in the last 6 months as our team keeps improving their quality and customer service.

Calculate the price of your order

You will get a personal manager and a discount.
We'll send you the first draft for approval by at
Total price:
Power up Your Academic Success with the
Team of writers and tutors. We are here for you.
Power up Your Study Success with Experts We’ve Got Your Back.