Busi 352 Study guides, Class notes & Summaries

A good financial planning report must include an analysis of all the following except: A. where you are now B. where you want to be C. Why you failed previously D. How to reach your goals ANSWER: C. Why you failed previously Usual financial planning goals include the following except: A. retirement funding B. Current lifestyle C. Career planning D. Estate planning ANSWER: C. Career Planning A client's formal Financial planning report that summarizes all of the following ex...

BUSI 352 QUIZ 1,2,3,4,5 AND 6 FINANCIAL PLANNING PROCESS, PROFESSION, AND CLIENT RELATIONS LIBERTY UNIVERSITY UPDATED ANSWERS

BUSI 352 : QUIZ 1 – 8 TEST BANK (2019/20) |Questions & Answers|100% Verified Answers||A+ Graded!!

A good financial planning report must include an analysis of all the following except: A. where you are now B. where you want to be C. Why you failed previously D. How to reach your goalsC. Why you failed previously

A good financial planning report must include an analysis of all of the following EXCEPT Why you failed previously Usual financial planning goals include the following EXCEPT Career planning A clients formal financial planning report that summarizes all of the following EXCEPT Turnover - when and ow the client will sell certain investments Which of the following is true regarding the types of financial problems clients will face in their lives? Taxes add to the cost of an investment and...

(T/F) One definition of financial planning is cash flow planningtrue (T/F) A good financial plan is one that shows the client how to achieve all his or her goalsFalse (T/F) A couple who is retired and whose cash flow is from an Individual Retirement Account (IRA) should have the investments in the IRA structured for maximum appreciationFalse (T/F) It is easy for most individuals approaching their retirement date to significantly reduce their lifestyleFalse (T/F) There are many differ...

BUSI 352 : QUIZ 1 – 8 TEST BANK (2019/20)  Question 1 2 out of 2 points Someone who has a terminal illness shoud consider the following: 1- Prepare or update personal financial statements 2- Review named beneficiaries of life insurance and retirement plans 3- Sign a Do Not Resuscitate (DNR) order 4- Consider oragan donation 5- Review funeral and burial arrangements Selected Answer: 1, 2, 4, and 5  Question 2 2 out of 2 points Failing to discover hidden assets is a common mistake made...

A good financial planning report must include an analysis of all the following except: A. where you are now B. where you want to be C. Why you failed previously D. How to reach your goals ANSWER: C. Why you failed previously Usual financial planning goals include the following except: A. retirement funding B. Current lifestyle C. Career planning D. Estate planning ANSWER: C. Career Planning A client's formal Financial planning report that summarizes all of the following ...

A good financial planning report must include an analysis of all the following except: A. where you are now B. where you want to be C. Why you failed previously D. How to reach your goals ANSWER: C. Why you failed previously Usual financial planning goals include the following except: A. retirement funding B. Current lifestyle C. Career planning D. Estate planning ANSWER: C. Career Planning A client's formal Financial planning report that summarizes all of the following ...