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FIN 3340 – what are your goals for investing

by | Nov 30, 2023 | Posted Questions

Your financial adviser and you want to establish a retirement and financial plan for you. If you are 30 years old, married with two children (daughters) have a combined family income of $110,000 and rent an apartment. Your advisor asks your response to these questions:

 

a) what are your goals for investing; b) how might taxes impact on your investment planning (use current tax rates) and c) how might your age and family condition effect your attitude about taking on risk, or not?
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