How would your advice in questions 1 and 2 change if Brad was 40 years old?
Answer to relevant QuestionsList some information available on the Internet that might be useful for financial planning. Describe one way you might use some of this information for financial planning purposes. Prepare a written or oral report on your findings and recommendations to Brad. How does purchasing sufficient health insurance and disability insurance help protect and maintain your wealth? What do you think happens to your budget when your financial position changes? In what ways are the Sampsons’ financing and investing decisions related? What should they do in the future before asking advice from investment advisers?
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