No matter where we are in life’s journey, we should be periodically assessing our financial situation and setting short-term and long-term goals (savings, investments, retirement/401K, estate planning, etc.).
Consult the resources provided and gather information on your own regarding sound financial planning as you analyze your strengths and opportunities in this important area. After doing a personal financial inventory and analysis, you will create a PowerPoint presentation that shares your analysis, goals, and best practices in this area.
Saving and Investing: A Roadmap to Your Financial Security Through Saving and Investing:
No matter if you are graduating from college with little savings or no solidified career plan, or you are a seasoned professional who has invested wisely for decades, we all need to review our current financial picture and look ahead to our financial goals. Everyone should have short-term and long-term financial goals and prepare for financial success. To prepare for this assignment, please review:
A recent credit report/credit score
Your current and projected budget after graduation
The PDF titled Saving-and-Investing.pdf
Complete YOUR NET WORTH STATEMENT on p. 5
Review and consider the Savings and Investments section
After reviewing your credit, net worth, and future goals, gather reliable information to answer your questions or support your future financial goals. In your presentation, please share:
Current financial analysis and goals
Future financial goals and investment/retirement plans
Lessons learned/advice OR questions that remain
Please be clear, concise, and organized. While you do not need to share personal/confidential information, be specific in your response and support your goals. (For example, you do not need to share the balance of your savings account, but you could share that you consistently save 20% of your income, how you invest that savings, and what that means to you in your overall financial plan).
You should also discuss your return on investment (ROI) for your college education, repayment of any loans, and consideration of graduate school funding if you are planning to continue your education. You may discuss intangible benefits as well.
You should locate and cite scholarly sources to support your analysis, answer financial questions, and explore best practices.
**ATTACHED IS THE RUBRIC NEEDED**
SOME INFO ABOUT ME- I AM A SINLGE MOTHER TO AN 11 YR OLD BOY MY CROSS INCOME IS ABOUT 41,000 A YEAR. I RENT FOR 1175 A MONTH I HAVE A CAR LOAN OF 391 A MONTH. I OWE ABOUT 61,000 IN STUDENT LOANS. RIGHT NOW MY CREDIT SCORE IS ABOUT 604. I AM IN THE MIDDLE OF REPAIRING MY CREDIT. I DO NOT CONTRIBUTE TO MY 401 K OR RETIREMENT FOUND WORK PUTS IN .5 PERCENT PER PAY. SHORT TERM GOAL IS FIXING MY CREDIT TO BY A HOME LONG TERM GOAL IS TO HAVE A PLAN TO STAY ON TRACK WITH FINANCES SO MY SCHOOL DEBIT WILL BE PAID OFF AND I CAN CONTRIBUTE TO MY 401 AND RETIRIEMNT FOUND. AS OF RIGHT NOW IM IM UNABLE TO PLAN MORE INTO MY FUTURE IM SURVING IN THE MOMENT WITH FAITH AND TITHING
THANK YOU
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