The number of sources used in the paper is not fixed. Please see attached file ‘WM Final Paper Due’ for detail instructions.
For some of the questions (savings, portfolio investments or others), you must need to use the appropriate caculator to back up your points.
https://www.calculator.net/
https://www.portfoliovisualizer.com/
https://www.calculator.net/retirement-calculator.html
https://www.calculator.net/savings-calculator.html
https://www.calculator.net/rental-property-calculator.html
For “net worth” caculation (other questions may apply as well) , please refer to PPT PFM&WM and PPT WM Real Estate and PPT Investment.
For LIVE 360 question, please refer to PPT LIVE 360.
The attached file ‘wealth management midterm’ is a good summary of the course materials and has examples of the financial calculators aboves.
