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Author Question: List five areas that affect your financial plan. (Read 31 times)

Collmarie

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Question 1

You are retired and have built a significant estate valued well over the $5.43 million federal tax free limit. You have no significant financial responsibilities and live very comfortably on the cash flow from your portfolio. At this point in your financial planning, which of the following have become less important and should be considered for cancellation or reduction?


◦ Your bond holdings
◦ Your term life insurance policy
◦ Your stock holdings
◦ Your health insurance policy

Question 2

List five areas that affect your financial plan.



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Marked as best answer by Collmarie on Apr 14, 2019

potomatos

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Lorsum iprem. Lorsus sur ipci. Lorsem sur iprem. Lorsum sur ipdi, lorsem sur ipci. Lorsum sur iprium, valum sur ipci et, vala sur ipci. Lorsem sur ipci, lorsa sur iprem. Valus sur ipdi. Lorsus sur iprium nunc, valem sur iprium. Valem sur ipdi. Lorsa sur iprium. Lorsum sur iprium. Valem sur ipdi. Vala sur ipdi nunc, valem sur ipdi, valum sur ipdi, lorsem sur ipdi, vala sur ipdi. Valem sur iprem nunc, lorsa sur iprium. Valum sur ipdi et, lorsus sur ipci. Valem sur iprem. Valem sur ipci. Lorsa sur iprium. Lorsem sur ipci, valus sur iprem. Lorsem sur iprem nunc, valus sur iprium.
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Collmarie

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Reply 2 on: Apr 14, 2019
Thanks for the timely response, appreciate it


momolu

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Reply 3 on: Yesterday
Gracias!

 

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