Cover page and Table of Contents (each required component should have a corresp

Cover page and Table of Contents (each required component should have a corresponding page number)
• Narrative: on all assignments (what did you like about the exercise, what are you going to, etc.)
• Dollar Diet: use Easy Budget, mint.com, or other to complete worksheet 7, column C. Include tracking,
not just totals in the summary narrative.
• Income Statement: Budget Tracker (worksheet 7) Column C should match Dollar Diet; column B is an
estimate
• Rent vs. buy decision (include spreadsheet): see instructions for more on this assignment
• Health Insurance: PSU or other policy review
•Auto Insurance:policy review or how to select
Life Insurance: Earnings Multiple or other formula to determine how much you need, show calculation.
(many lose points by not including!)
Future Finances
• Investment & Retirement Planning
o Risk tolerance score
o Summary of five interviews
o 10 Stocks (also compare closing share prices per instructions
>>> Provide 1 month, 1 year, and 5 year chart for two stocks
o Life expectancy
o How Much Do You Need for Retirement: Fidelity MyPlan…attach printout in addition to writing
about the exercise:
https://www.fidelity.com/calculators-tools/fidelity-retirement-score-tool
• Letter of Last Instruction (include letter to someone in addition to bulleted specifics)
• Conclusion: summary of entire course learning and plan with timelines for implementation. Include one
suggestion that would improve this class. highest grade weighting. Minimum one FULL page.
Word Count: 2100-2700