General Instructions
Questions 3 & 6 require that you access the Personal Financial Planner Worksheets. These can be found in the course materials by clicking on the link to the left. There are several worksheets in this packet. Find the ones titled Tax Planning Activities and Payment Account Comparison to answer the questions. There is a minimum word count for all questions combined of 1000 words. This is a total of three scholarly sources to be used in the complete section.
Case Study 1: Taxes (p. 153):
1. Given her current situation, list some
suggestion on what Shelby should do with a tax refund of $800.
2. Based on her current and future life
situation, what tax planning strategies should she consider?
3. Describe how Shelby should use Personal Financial Planner sheet
#22, “Tax Planning Activities” to help her tax situation.
Case Study 2: Banking Services (p.
185):
4. Provide some suggestions for Shelby to
increase her emergency fund.
5. Identify other money management and financial planning
activities that Shelby should consider.
6. Determine how Shelby should use
Personal Financial Planner sheet #26, “Payment Account Comparison” and #28,
“Checking Account Reconciliation”.
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