BUS 2204 – Personal finance
Instructor: Stephen Dimarco
November 14, 2021
Complete the Assignment: Personal Finance by Rachel Siegel and Carol Yacht (2009);
Page 23. Exercise 2. See below: “Use the S.M.A.R.T. planning model and information in
this section to evaluate Alice’s goals (below). a. pay off student loan b. buy a house and save
for children’s education c. accumulate assets d. retire e. travel around the world in a
sailboat. Discuss your evaluations" (p.23). Prepare a two page (double-spaced) essay. Cite
references to material that you use in preparing the essay.