FIS 210 UOP Help,FIS 210 UOP Tutorial,FIS 210 Entire Class Tutorials,FIS 210 UOP Assignments 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:
List your financial goals and outline your strategic plan for accomplishing those goals.
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.
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 Individual Assignment Personal Tax Strategy
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FIS 210 Week 8 Individual Assignment Personal Tax Strategy
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FIS 210 Week 8 Individual 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:
How is taxable income calculated?
How are tax adjustments and deductions calculated?
How might taxpayers reduce their taxes legally?
In your opinion, what are the top 10 things taxpayers should do when tax planning and why?
What resources are available to assist taxpayers with their tax-planning needs (at least six resources) and what is the value of each?
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 8 CheckPoint Zigglers Tax Planning Interview Appendix M And N
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FIS 210 Week 8 CheckPoint Zigglers Tax Planning Interview Appendix M And N
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FIS 210 Week 8 CheckPoint Zigglers Tax Planning Interview Appendix M and N
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 7 DQ 2
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FIS 210 Week 7 DQ 2
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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 DQ 1
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FIS 210 Week 7 DQ 1
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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?
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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 Individual Assignment Castillo Lefebrve Case Study Appendix K
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FIS 210 Week 6 Individual Assignment Castillo Lefebrve Case Study Appendix K
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FIS 210 Week 6 Individual 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 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 5 DQ 2
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FIS 210 Week 5 DQ 2
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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 DQ 1
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FIS 210 Week 5 DQ 1
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FIS 210 Week 5 DQ 1
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?
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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 Individual Assignment Personal Savings Strategy Appendix H
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FIS 210 Week 4 Individual Assignment Personal Savings Strategy Appendix H
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FIS 210 Week 4 Individual 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 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 Appendix G
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 3 DQ 2
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FIS 210 Week 3 DQ 2
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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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