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
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…