Financial plan regarding Harold and James

Financial plan regarding Harold and James

This is a financial plan regarding Harold and James. Please direct your attention to the Comprehensive Case Study of James Wilson and Harold Newton found on pages 483-487 of the text book. Congratulations! Your financial planning firm has just picked up two new clients, Mr. Wilson & Mr. Newton.  James and Harold need your help to work through their financial goals.
Let’s see what you can come up with as you work through the 20 challenging questions presented in the case. For every question you answer, you should provide adequate reasoning and justification (analysis-show your work) and recommendations for your answer. You may even wish to further write about the answer you chose to clarify exactly why you made the decision you did…keep in mind, often times, there may be more than one direct answer to a particular question and whether you are ‘right or wrong’ can be a matter of reasoning given certain parameters, e.g., economy, interest rates, tax year information gathered from appropriate tables, or other information given in the case. Every question should have a well thought out, in depth answer. Be sure to LABEL the number of the question to aide the reader.  Be sure to properly source your references–see APA 5th ed. for proper citation method.

This work should encompass a general format of:

Introduction (Executive Summary, Introduction),
Body (Background, Analysis of Issue, Recommendations), and
Conclusion (Conclusion, References, Style),
Between 1800-2000 words.

The work should flow like an essay and indicate the problem you are solving by way of section heading. “I am NOT looking for simply a number and a couple of paragraphs…frame this paper properly” (see APA 5th ed., if you should require further information on style, etc.)

Answer preview for Financial plan regarding Harold and James

Financial plan regarding Harold and James

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