For each of the following categories of information required for a comprehensive financial plan, please match...
For each of the following categories of information required for a comprehensive financial plan, please match the category to the information that must be gathered:
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Homework Answers
Following information will be needed for planning:
Retirement Planning- B. Retirement accounts and retirement savings. Rates, retirement goals, government benefits.
Estate Planning- A. Copies of wills and trusts. Establishment of titling of assets. Intended gifting policies and those for estate distribution at death.
Risk Management- c. Copies of all insurance policies. Intended insurance coverage. Other risk management procedures. Determination of overall household risk tolerance.
Employee Benefits- D. Copies of description of all company benefits. Amounts and investment alternatives for pension plans.
Family Planning- E. Current number of household members. Marital and children planning vs. household members today.
Educational Planning- F. Types of plans and amount of assets in place. Prospective costs for college and, in the case of children, the amount or percentage to be funded by the parent.
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For each of the following categories of information required for
a comprehensive financial plan, please match...
Please match the term or question with the correct answer. - A....
Please match the term or question with the correct answer. - A. B. C. D. E. F. G. H. I. Define the term opportunity cost of time. - A. B. C. D. E. F. G. H. I. Define...
Required information [The following information applies to the questions displayed below.) a. Wages of $6,000 are...
Required information [The following information applies to the questions displayed below.) a. Wages of $6,000 are earned by workers but not paid as of December 31. b. Depreciation on the company's equipment for the year is $10,360. c. The Supplies account had a $330 debit balance at the beginning of the year. During the year, $6,288 of supplies are purchased. A physical count of supplies at December 31 shows $679 of supplies available. d. The Prepaid Insurance account had a...
3. Match the financial classes in the first column to their definitions in the second column....
3. Match the financial classes in the first column to their definitions in the second column. Commercial insurance A. Countrywide health program for certain people and families with low income and resources. It is jointly funded by the Guarantor federal government and the individual states and is run by Medicaid each individual state. Workers compensation B. Includes all of the insurance companies who provide coverage Employee health to employers for when their employees are injured while working. Medicare C. Includes...
Meltiple Choice 13. Which of the following is NOT tue egarding workforce divensity in the Unitod...
Meltiple Choice 13. Which of the following is NOT tue egarding workforce divensity in the Unitod States? ae increasingly recognized and celebeated in organizations a) Differences w b)Minority and Semale applicants have become the fastesl-growing sepments of the workfonce over the last 30 c) Firms increasingly establish policies that consider various work styles s globaliration becomes more pronounced, so dous dhe importance of managing workforce divenity for US organirations d) A e) Accommodating the needs of minovity and female esployees...
60. Which of the following is not a feature of the Terrorism Risk Insurance Act of...
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Background Tom and Sharon Brown are not happy with their current investment advisor. They are seeking...
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Background Tom and Sharon Brown are not happy with their current investment advisor. They are seeking investment managem...
Background Tom and Sharon Brown are not happy with their current investment advisor. They are seeking investment management and financial advisory services from someone they can trust. You are a registered investment advisor in your home state of Kansas. You have been in business for seven years and work with a select group of 70 clients. You offer financial and investment planning advice for either a percentage of assets under management or hourly fees. During the initial meeting with the...
69) A policy that pays you back for actual expenses is called A) An indemnity plan....
69) A policy that pays you back for actual expenses is called A) An indemnity plan. B) A deductible plan. C) A reasonable and customary plan. D) A reimbursement plan. E) A coinsurance plan m The set amount that you must pay toward medical expenses before the insurance company pays benefits is called A) Deductible. B) Reimbursement C) Indemnity. D) Internal limit. E) Reasonable and customary charges. 71) Which of the following is a government health care program? A) Health...
PLEASE answer the following: 1. Which of the following are responsibilities that can be shared between...
PLEASE answer the following: 1. Which of the following are responsibilities that can be shared between a risk management professional and a TPA? A. Claim Reporting B. Claim Investigation C. Claim Management Strategy D. Settlement E none of the above F. all of the above 2. Which of the following categories of materials do not need to be maintained in the claim file? A. Medical Records B. Transcripts of Recorded Interviews C. Correspondence D. The hospital’s Medicare Cost Reports 3....
For the following terms find the correct definition below and place the letter of that response...
For the following terms find the correct definition below and place the letter of that response in the blank space next to the term. Each definition is used only once. A control procedure that reduces to practically zero the risk of an A. Val IT undetected error or irregularity B. detective controls A process whereby management identifies possible events that C. fidelity bond represent a problem to the firm and then identifies appropriate responses to those problems D. internal control...
Required information [The following information applies to the questions displayed below.) a. Wages of $6,000 are earned by workers but not paid as of December 31. b. Depreciation on the company's equipment for the year is $10,360. c. The Supplies account had a $330 debit balance at the beginning of the year. During the year, $6,288 of supplies are purchased. A physical count of supplies at December 31 shows $679 of supplies available. d. The Prepaid Insurance account had a...
3. Match the financial classes in the first column to their definitions in the second column. Commercial insurance A. Countrywide health program for certain people and families with low income and resources. It is jointly funded by the Guarantor federal government and the individual states and is run by Medicaid each individual state. Workers compensation B. Includes all of the insurance companies who provide coverage Employee health to employers for when their employees are injured while working. Medicare C. Includes...
Meltiple Choice 13. Which of the following is NOT tue egarding workforce divensity in the Unitod States? ae increasingly recognized and celebeated in organizations a) Differences w b)Minority and Semale applicants have become the fastesl-growing sepments of the workfonce over the last 30 c) Firms increasingly establish policies that consider various work styles s globaliration becomes more pronounced, so dous dhe importance of managing workforce divenity for US organirations d) A e) Accommodating the needs of minovity and female esployees...
60. Which of the following is not a feature of the Terrorism Risk Insurance Act of 2002? (a) Losses that exceed $100 billion are not covered. (b) The law does not apply to acts of international terrorism when losses are less than $5 million. (c) Government pays 50 percent of losses in excess of $100 billion. (d) Government pays 90 percent of the losses. 61. Insurance companies' attempts to minimize adverse selection and moral hazard explain which of the following...
69) A policy that pays you back for actual expenses is called A) An indemnity plan. B) A deductible plan. C) A reasonable and customary plan. D) A reimbursement plan. E) A coinsurance plan m The set amount that you must pay toward medical expenses before the insurance company pays benefits is called A) Deductible. B) Reimbursement C) Indemnity. D) Internal limit. E) Reasonable and customary charges. 71) Which of the following is a government health care program? A) Health...
For the following terms find the correct definition below and place the letter of that response in the blank space next to the term. Each definition is used only once. A control procedure that reduces to practically zero the risk of an A. Val IT undetected error or irregularity B. detective controls A process whereby management identifies possible events that C. fidelity bond represent a problem to the firm and then identifies appropriate responses to those problems D. internal control...
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