Read the
Financial Planning Case at the end of Chapter 13, “First Budget, Then Invest
for Success!” Answer the three questions listed below.
- How
would you rate the financial status of the Garners before the air
conditioner broke down? - The
Garners’ take-home pay is over $4,500 a month. Yet, after all expenses are
paid, there is only a $220 surplus each month. Based on the information
presented in this case, what expenses, if any, seem out of line and could
be reduced to increase the surplus at the end of the month? - Given
that both Joe and Mary Garner are in their mid-30s and want to retire when
they reach age 65, what type of investment goals would be most appropriate
for them?
Post your position in the discussion board in at least 200
words. Respond to at least two of your classmates’ postings.
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