Here Is The Discussion 1 Retirement Needs Analysis Discussion Problem

I was so busy these days, so i need this one too, and i hope you can help me as well

What makes Capital Needs Analysis so Important?

     A financial planner capital needs analysis for a client exemplar      Calculator capital needs analysis example      Capital needs analysis MS Excel spreadsheet

Calculate

The lump sum needed at retirement

Current assets available at retirement

The difference between needs and resources

Yearly savings needed

When using your calculator, remember that payments need to be received at the beginning of the year and not at the end of the year.

Here is the Discussion Question

How important is a capital needs analysis for retirement planning? Can the Smith’s achieve their goal? 

DIRECTIONS:Here is the Discussion #1 Retirement Needs Analysis Discussion Problem. Please refer to thefollowing documents (located in Content, Week 1) to assist you in solving the following…

 

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