(5 pages of text)
Case (Gen Exp)
A retiring professor must establish a comprehensive financial plan that enables him and his wife to achieve their target lifestyle. In preparing this plan, they devise a budget and a travel agenda and then determine whether they can achieve these outlays and, if so, what risks are involved and how they might manage these risks. They must consider the optimal mix of debt and equity, domestic and foreign currencies, and short- and long-term debt issues.
- To put together a financial plan that is complicated by tax implications, risk considerations and lifestyle wishes.
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