Case Study: Import And Export
Case Study: Import And Export
Case Study: Import And Export
ORDER NOW FOR AN ORIGINAL PAPER ASSIGNMENT: Case Study: Import And Export
Case Study: Carol Jones
Case Study: Carol Jones
Carol works as a business representative for an import/export company. Her job provides her with the opportunity to travel and experience new things. Because she travels so much, Carol feels that she does not have a handle on her finances. She has decided to pay a visit to a financial advisor for help.
| Carol’s Salary | $2,000 | Auto Payment | $262 | |||
| Home | $100,000 | Mastercard | $5,000 | Int 15% | ||
| Gas/Heating | $100 | Visa Card | $3,000 | Int 15% | ||
| Electric | $125 | Bloomingdale Card | $1,500 | Int 29% | ||
| Water | $60 | Personal Loan | $5,000 | Int 5%, 60 mths | ||
| Internet/Cable | $150 | Mortgage | $95,000 | |||
| Phone | $50 | Mortgage Payment | $796 | |||
| Cell Phone | $200 | Car | $20,000 | |||
| Food | $250 | Gym Membership | $20 | |||
| Mortgage Payment | $796 | Personal Loan Payment | $94 | |||
| Car Insurance | $165 | Carol’s 401K | $50,000 | |||
| Savings | $500 | Auto Loan | $15,000 | |||
| Checking | $1,000 | Visa Payment | $60 | |||
| Lawn Service | $100 | Bloomingdale Payment | $30 | |||
| Mastercard | $100 | |||||
Write a 700- to 1,050-word paper that addresses the following items from the case study:
- Apply financial planning concepts to advise Carol and explain how Carol can benefit from financial planning. Describe the benefits of using financial statements in financial planning.
- Utilize and explain strategies that Carol can use to increase her net worth. How does this affect her cash flow?
- Describe the sources available for asset management.
- Compile a list of legal protections that can be used to protect Carol’s assets.
- Using the information provided for Carol create a balance sheet and cash flow statement. Estimate Carol’s overall net worth.
Click the Assignment Files tab to submit your assignment.
Assignment Policies
Description
Class-
Please read all of the information about the assignments below:
FORMAT FOR ALL ASSIGNMENTS
The assignments are to be done in Microsoft Word with Times New Roman 12- point font. Each assignment should use the modified APA 6th edition format. The assignment templates are set up in this modified format. The reference page should be in the APA format for every reference. The word requirement for the assignments are specifically stated in the guidelines of the assignment. The word count is from the first word of the introductory paragraph to the last word of the conclusion paragraph. FYI.
REFERENCE REQUIREMENTS
1- There should be a cited reference for each section of a paper as there are conclusion statements in each section (to meet the grading criteria) so the conclusion should be supported by a reference as the assignments are evidence-based research, clinical papers.
2- Word Count- The word count is done from the first word of the introductory paragraph to the last word of the conclusion. The word count must be within the minimum and maximum word limit stated in the assignment instructions. A 10% – point reduction will be made in the total points for the assignment.
Week 1 and 5 assignments should have SIX studies. Week 5 assignment is a compilation of sections from the week 1, 2 & 3 assignments.
Weeks 2 and 3 need to have at least THREE studies in the form of research studies. Please make sure that you look at the instructions for the assignment as well as the grading rubric. I have also provided templates for ALL assignments. It is in your best interest to use these as it will guide you so that you do not make common formatting errors.
APA FORMAT FOR ASSIGNMENT
Please utilize the resources in the STUDENT SUCCESS CENTER if you have difficulty with APA 6th Edition format, grammar, sentence structure, punctuation or tense structure.
SUBMISSION OF ASSIGNMENTS
Always submit the assignment in the drop box for that assignment. I cannot accept any assignment as an attachment to an email sent to my college email. Attaching it to a posting to the Questions to Instructor Forum or the Individual Forum is also not accepted.
I cannot grade any assignment unless it is placed into the drop box by the student per university policy.
Turn-It-In / Lopes Write
This is to be used for the assignments for these three weeks (2, 3 & 5) and it is NOT required for Week 1. All assignments will be placed through Turn It In first and then submitted in the drop box on the course shell. No assignments will be accepted as attachments to emails as this is not the university policy.
Grading Rubric-
The rubric for each assignment is found in the upper right- hand corner of the assignment page under the Forum Tab. Compare the requirements of the rubric with your paper prior to submission into the drop box so you will receive full credit for all graded criteria of the paper.
Late Assignment-
Any assignment that is late will have 10% deducted each day it is late. This is a 5- week class. It is imperative that you ask for help if you are having difficulty with an assignment.
You need to contact me as soon as possible if an assignment will be late prior to the submission deadline.
