Are you going to reconsider of your lifetime financial goals


Problem 1: Are you going to reconsider some of your lifetime financial goals? Prioritize which are feasible and which should be listed as "luxuries" or as not-so-important goals.

Problem 2: What are your investment objectives (current income, retirement savings, capital gains) and what are your motivations for investing?  The answer may be a compilation of many objectives, and your motivations may change over the course of your lifetime.

Problem 3: What investments that would fit your needs and generate the appropriate income need for your retirement lifestyle. (think about stocks, bonds, mutual funds, insurance needs, real estate investments, home buying, etc). Explain why those investment vehicles (types of investments, not cars!) are appropriate. You are not required to assign a monetary amount at this time, just a list of recommendations along with an explanation of why those fit your needs.

Problem 4: Will the investment recommendations you made will be sufficient for meeting your retirement needs ? Why or why not? What changes in recommendations would you make to ensure you would have a sufficient income for retirement?

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