Question: Dave recently met with an estate planner who offered to
Dave recently met with an estate planner who offered to create an elaborate estate plan without asking Dave specific questions. What should Dave have done prior to meeting with the estate planner?
Answer to relevant QuestionsHow do your financial goals fit into your financial plan? Why should goals be realistic? What are three time frames for goals? Give an example of a goal for each time frame. With regard to Brad’s revised retirement plans: a. How much will he have in 30 years if he invests $ 300 per month at 8%? Do not consider the employer’s matched contribution at this point. b. How much will he have to ...In the previous question, you decide to pay off the car loan and invest the difference. Now you no longer have a $ 350 per month car payment. Suggest some ways you might use these additional funds. Describe some advantages and disadvantages of using personal financing to achieve your financial goals. What is the personal financing trade off? Judy believes that another benefit of investing the extra $ 3,648 in her employer sponsored retirement plan is the tax savings. Judy is in a 25% marginal tax bracket. How much will investing in this manner save her in taxes ...
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