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Chapter 5. Case Studies

Chapter 5. Case Studies

AUTHOR’S NOTES

The purpose of the following four case studies (client situations) is to let you practice your working knowledge of the terms, concepts and principles covered in this book. You can practice prescribing specific courses of action. There are no absolutely correct answers.

Everyone’s siutation should be reviewed annually to adjust for significant changes in personal or financial circumstances or tax laws. This annual review stresses the importance of monitoring, which is essential to the financial planning process.

The road to success is paved with good intentions, sound investments and proper planning.



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