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Weekly tasks or assignments (Individual or Group Projects) will be due by Monday and late submissions will be assigned a late penalty in accordance with the late penalty policy found in the syllabus. NOTE: All submission posting times are based on midnight Central Time.

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:

1. Current and future income needs
2. Debt acquisition and retirement
3. Acquisition and disposal of personal assets
4. Emergency cash funds
5. Investment plan
6. Retirement plan
7. Estate plan
8. Tax Plan