Category: Finance

Pleasa write all the answers in the file , avoid plagiarism , the work should be in your own woeds , writie references.

Pleasa write all the answers in the file , avoid plagiarism , the work should be in your own woeds , writie references.

Academic Level :Bachelor
Subject :Business
Reference :APA
NOTE:
I need plagiarism-free and AI-detection-free work. It will be checked for in Turnitin as per my university rules. AI use is strictly prohibited. I will need a Turnitin report along with the final answers to ensure there is no plagiarism and AI detected in Turnitin.

All details are within the file named as (Assignment file)
I have attached my first draft below please use that draft to build upon, strengthen, and add additional information. The draft is centered around Apple. This draft has 8 pages please expand and explain. Please add 9 pages to the draft
I have also attached an example of a good paper, it’s on Mondelez International, please use that as a guide and only a guide. I will upload the draft I have done

*Remember the Facts to use for this Case may be found in the Discussion Board under Tools in Blackboard
**The lettered topics are to give you an idea of which ideas to address. Part of the assignment is identifying what to discuss.
50 Points
Case Introduction Identifying Primary Planning Themes: 5 points
Quality of Engagement letter: 5 points
Analysis using Different Approahes: 5 Points
Risk Management: 5 Points
Life
Health
Disability
Long Term Care
Home
Auto
Liability
Retirement and Educational Funding: 5 Points
Expected ages
Expected replacement rations
Expected cost and length
Social Security
Level of pre retirement
Inflation expectations
Unique circumstances
Asset protection (insurances)
Type of modeling used (Monte-Carlo or deterministic)
Competing needs for pre and post retirement income
Investment Planning: 5 Points
Plannin Goals (e.g. retirement, education)
Risk profile and investment experiences of client
IPS for client
Present and recommended asset allocation
Time horizon (retirement, college)
Rebalancing
Recommended changes to specific investments
Sharpe Ration on individual investments and overall portfolio
UGMA vs. 529 recommendations
Annual Savings needed
Return Assumptions
Asset allocation for each child
Future cost of education assumption
Income Taxes: 5 Points
Current tax situation and expected tax in future and impact on client
Marginal versus effective (present and future)
Social Security
Qualified plan
Dividends and interest,
Muni bonds vs taxable bonds
Capital gains
Kiddie tax
Estate Planning: 5 Points:
Recommendation on how assets should be titled
Specific legal documents needed
Life insurance ownership and why
Power of attorney
Gifting strategies
Special situation planning
Beneficiary designations (primary vs. contingent)
Charitable recommendations
Presentation to client using current and projected statements and ratios: 5 Points
Closing engagement letter: 5 points

Calculate all the ratios that I gave you in a separate paper (ch.3. Working with Financial Statements) for the latest year.

All details are within the file named as (Assignment file)
I have attached my first draft below please use that draft to build upon, strengthen, and add additional information. The draft is centered around Apple. This draft has 8 pages please expand and explain. Please give me a total of 17 pages
I have also attached an example of a good paper, it’s on Mondelez International, please use that as a guide and only a guide.

Pleasa write all the answers in the file , avoid plagiarism , the work should be in your own woeds , writie references.

Pleasa write all the answers in the file , avoid plagiarism , the work should be in your own woeds , writie references.

Academic Level :Bachelor
Subject :Business
Reference :APA
NOTE:
I need plagiarism-free and AI-detection-free work. It will be checked for in Turnitin as per my university rules. AI use is strictly prohibited. I will need a Turnitin report along with the final answers to ensure there is no plagiarism and AI detected in Turnitin.