FIS 210 UOP Complete Class, FIS 210 UOP Assignment, FIS 210 UOP Course Flashcards
FIS 210 Week 9 Final Project Personal Financial Plan
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FIS 210 Week 9 Final Project Personal Financial Plan
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FIS 210 Week 9 Final Project Personal Financial Plan
Final Project: Personal Financial Plan
- Resources: Appendix A, and Ch. 1 of Personal Financial Planning
- Create your Personal Financial Plan using the six-step process outlined on p. 7 of the text.
- Collect your data for this course and any additional personal financial information necessary.
- Write a 1,050 to 1,400 word paper based on your personal experiences, the readings, and research you have collected.
- Complete the following in your Personal Finance Plan:
o List your financial goals and outline your strategic plan for accomplishing those goals.
o Describe how you will implement each part of your strategic plan. Include your budget, savings strategy, short-term investment plans, tax planning strategy, retirement plans, estate plans, housing and transportation plans, and career plans.
o Evaluate your goals and how viable you think they are, considering your personal financial status. What would need to change in order to ensure you may follow the plan you have created. Include at least three alternative goals and three refinements you could make to your Personal Financial Plan.
• Write your paper according to APA standards.
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FIS 210 Week 9 Capstone DQ
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FIS 210 Week 9 Capstone DQ
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FIS 210 Week 9 Capstone DQ
Capstone Discussion Question
- Post a 100 – to 150 word response to the Main forum by Week Nine Day 3 to the following question:
- This course has addressed various aspects of personal financial planning. Looking back over the past 8 weeks, how have your financial goals and plans changed? How do you think this class has helped you to assess and refine your financial goals?
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FIS 210 Week 8 CheckPoint Zigglers Tax Planning Interview
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FIS 210 Week 8 CheckPoint Zigglers Tax Planning Interview
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FIS 210 Week 8 CheckPoint Zigglers Tax Planning Interview
CheckPoint: Ziggler’s Tax-Planning Interview
- Resources: Appendixes M & N
- Read the case study in Appendix N.
- Complete Appendix M
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FIS 210 Week 8 Assignment Personal Tax Strategy
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FIS 210 Week 8 Assignment Personal Tax Strategy
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FIS 210 Week 8 Assignment Personal Tax Strategy
Assignment: Personal Tax Strategy
• Write a 500- to 750-word paper based on your personal experiences, the readings, and research you have collected. Write your paper using first person when referring to personal experiences and opinions. Include at least three nontextbook references to complete the assignment.
• Answer the following questions in your paper:
o How is taxable income calculated?
o How are tax adjustments and deductions calculated?
o How might taxpayers reduce their taxes legally?
o In your opinion, what are the top 10 things taxpayers should do when tax planning and why?
o What resources are available to assist taxpayers with their tax-planning needs (at least six resources) and what is the value of each?
o Why is it important to have a tax-planning strategy as part of the personal financial plan?
• Write your paper according to APA standards
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FIS 210 Week 7 DQ 1 And DQ 2
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FIS 210 Week 7 DQ 1 And DQ 2
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FIS 210 Week 7 DQ 1 And DQ 2
FIS 210 Week 7 DQ 1
Preparing for retirement is something that takes a lifetime. How does the planning and saving process change over the lifetime? What have you done or planned to ensure that you can retire as planned?
FIS 210 Week 7 DQ 2
Define what is included in your estate. Explain why an estate may break up. Describe what is recommended to do for estate planning. What do you feel is most important to do to plan for your estate? What have you already done or planned to do in the near future to prepare your estate?
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FIS 210 Week 7 CheckPoint Planning for Life and Retirement Appendix L
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FIS 210 Week 7 CheckPoint Planning for Life and Retirement Appendix L
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FIS 210 Week 7 CheckPoint Planning for Life and Retirement Appendix L
CheckPoint: Planning for Life and Retirement
- Resources: Appendix L; Appendixes A & B of Personal Financial Planning; and Social Security Administration Web site at http://www.ssa.gov/
- Complete the charts in Appendix L.
Note. There are two worksheets in Appendix L.
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FIS 210 Week 6 CheckPoint Buy or Lease Analysis Appendix J
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FIS 210 Week 6 CheckPoint Buy or Lease Analysis Appendix J
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FIS 210 Week 6 CheckPoint Buy or Lease Analysis Appendix J
• Resources: Appendix J; Realtor.com Web site at http://www.realtor.com/; the Internal Revenue Service Web site at http://www.irs.gov/index.html; and your personal data
• Complete Appendix J.
Note. There are three worksheets in the Appendix J file. At the bottom of the page there are three tabs; you must complete the charts on each page
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FIS 210 Week 6 Assignment Castillo Lefébrve Case Study Appendix K
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FIS 210 Week 6 Assignment Castillo Lefébrve Case Study Appendix K
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FIS 210 Week 6 Assignment Castillo Lefébrve Case Study Appendix K
Assignment: Castillo Lefébrve Case Study
· Resource: Appendix K
· Read the case study materials in Appendix K.
· Answer the questions that follow the case study in Appendix K.
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FIS 210 Week 5 DQ 1 And DQ 2
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FIS 210 Week 5 DQ 1 And DQ 2
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FIS 210 Week 5 DQ 1 And DQ 2
FIS 210 Week 5 DQ 1
Search the Internet and find three consumer loans from different sources. Provide links to these sources in your response
Post your response to the following: Discuss the terms and conditions of the various loans as well as the published criteria for obtaining the loan. Do you believe that a buyer would be better off paying for purchases with cash or a loan you found? Why?
FIS 210 Week 5 DQ 2
Post your response to the following: List at least three different reasons during a person’s life time that they may need to procure a consumer loan. In your response discuss the criteria which a consumer should use to determine if they need a loan. How do credit ratings and past credit history play a part in this decision?
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FIS 210 Week 5 CheckPoint Credit Fitness Examination Appendix I
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FIS 210 Week 5 CheckPoint Credit Fitness Examination Appendix I
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FIS 210 Week 5 CheckPoint Credit Fitness Examination Appendix I
CheckPoint: Credit Fitness Examination
- Resources: Appendix I and your personal data
- Complete Appendix I.
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FIS 210 Week 4 CheckPoint Banking Scorecard Appendix G
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FIS 210 Week 4 CheckPoint Banking Scorecard Appendix G
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FIS 210 Week 4 CheckPoint Banking Scorecard
CheckPoint: Banking Scorecard
· Resources: Appendix G and the data collected from the Internet, public, or your personal mail.
· Complete Appendix G.
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FIS 210 Week 4 Assignment Personal Savings Strategy Appendix H
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FIS 210 Week 4 Assignment Personal Savings Strategy Appendix H
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FIS 210 Week 4 Assignment Personal Savings Strategy Appendix H
Assignment: Personal Savings Strategy
· Resource: Appendix H
· Read Appendix H.
· Create a personal savings strategy.
· Write a 500- to 750-word paper in which you describe your savings strategy and describe the role of cash management in financial planning.
· Write your paper according to APA standards.
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FIS 210 Week 3 DQ 1 And DQ 2
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FIS 210 Week 3 DQ 1 And DQ 2
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FIS 210 Week 3 DQ 1 And DQ 2
FIS 210 Week 3 DQ 1
Are credit card benefits worth the cost? Are some benefits programs better than others? Include your personal view on charging to receive card benefits such as points, cash back, etc. After reading the article, has your opinion changed? What new information did you find while reading the article?
FIS 210 Week 3 DQ 2
Discuss the levels of debt which exist in America among consumers. What do you feel are appropriate uses of consumer credit? How would you advise a friend to avoid unnecessary debt? How do credit scores drive costs and credit availability? Explain using the debt safety ratio.
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FIS 210 Week 3 CheckPoint Credit Card Financing
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FIS 210 Week 3 CheckPoint Credit Card Financing
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FIS 210 Week 3 CheckPoint Credit Card Financing
CheckPoint: Credit Card Financing
· Resource: Appendix F
· Search the Internet, your favorite stores, or your mail for credit card or credit financing offers.
· Select four offers to analyze.
· Complete Appendix F using the data you collected this week.
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FIS 210 Week 2 Assignment Budget to Behavior
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FIS 210 Week 2 Assignment Budget to Behavior
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FIS 210 Week 2 Assignment Budget to Behavior
Assignment: Budget to Behavior
· Resources: Appendixes D & E
· Write your paper according to APA standards.
· Write a paper, between 500- to 750-words in length, in which you address what you found by tracking your expenses and completing the Week Two CheckPoint and exercise. In your paper, answer the following questions:
o Are there areas in which you need to make adjustments?
o In which area do you best control your expenditures?
o How did preparing the balance sheet and income and expense statements help you see where you are spending your money?
o How did you use this information to create a budget?
o What relationships did you discover between the income statement and balance sheet
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