Q: Marianne Mooney, benefits manager and her sister, Laureen, a
Marianne Mooney, benefits manager and her sister, Laureen, a middle-school teacher from Pompano Beach, Florida, are interested in the numbers of real estate investments. They have reviewed the figures...
See AnswerQ: Discounted Cash Flow to Estimate Price, and give your opinion on
Discounted Cash Flow to Estimate Price, and give your opinion on which part of the assumptions (rent increase or sales price) is more subject to poor thinking.
See AnswerQ: Ashley Travis, of Harrisburg, Illinois, is in the 25
Ashley Travis, of Harrisburg, Illinois, is in the 25 percent marginal tax bracket and is considering the tax consequences of investing $2,000 at the end of each year for 30 years in a tax-sheltered re...
See AnswerQ: Over the years, Ahmed and Aamina El-zayaty, of
Over the years, Ahmed and Aamina El-zayaty, of Berkeley, California, have accumulated $200,000 and $220,000, respectively, in their employer-sponsored retirement plans. If the amounts in their two acc...
See AnswerQ: Brenda and Dan Domico, of Weatherford, Texas, desire an
Brenda and Dan Domico, of Weatherford, Texas, desire an annual retirement income of $40,000. They expect to live for 30 years past retirement. Assuming that the couple could earn a 3 percent after-tax...
See AnswerQ: Janet Brooks, of Amarillo, Texas, plans to invest $
Janet Brooks, of Amarillo, Texas, plans to invest $3,000 each year in a mutual fund for the next 40 years to accumulate savings for retirement. Her twin sister, Rebecca, plans to invest the same amoun...
See AnswerQ: Shanice Johnson, of Philadelphia, Pennsylvania, wants to invest $
Shanice Johnson, of Philadelphia, Pennsylvania, wants to invest $4,000 annually for her retirement 30 years from now. She has a conservative investment philosophy and expects to earn a return of 3 per...
See AnswerQ: Jackie Facet of Auburn, Alabama, age 60, was planning
Jackie Facet of Auburn, Alabama, age 60, was planning on retirement and investing well for it because he now has $400,000 in his retirement accounts and would likely to have doubled that by age 67. Bu...
See AnswerQ: Insurance Victor and Maria’s next-door neighbor, Ray Jackson,
Insurance Victor and Maria’s next-door neighbor, Ray Jackson, was recently sued over an automobile accident and eventually was held liable for $437,000 in damages. Ray’s automobile policy limits were...
See AnswerQ: Jose and Gabriela Perez, of Bridgewater, Virginia, hope to
Jose and Gabriela Perez, of Bridgewater, Virginia, hope to sell their large home for $380,000 and retire to a smaller residence valued at $150,000. After hey sell the property, they plan to invest the...
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