Question 1
What do the acronyms WLE & RLE means? Please explain the relationship between these two things and how each has changed and ultimately impacted the role of the financial planner over time.
Question 2
What are the 3 methods for analyzing retirement capital needs? Please define each and explain the tradeoffs clients need to understand when determining which method may meet their needs.
Question 3
Please explain the qualitative factors that must be considered when helping a client plan for retirement. How do those factors impact and integrate with the quantitative methods of analysis?
Question 4
Joe has $100,000 in his 401k. This year he will make $50,000. At the end of each year he saves 10% of his salary. His company matches up to 5% of his salary. If Joe expects his salary to increase at 5% per year, and his 401(k) to grow at 7% per year. How much will Joe have saved at the end of 10 years? After 20 years? After 25 years?
Question 5
Jane is buying a house for $365,000. She plans to put 20% down and finance the rest. She has 2 options: A fixed rate 30 year mortgage at 4% with no points. Or a fixed rate 30 year mortgage at 3.375% plus 2 points. What would the monthly payment be of each mortgage?
Question 6
Jane is buying a house for $365,000. She plans to put 20% down and finance the rest. She has 2 options: A fixed rate 30 year mortgage at 4% with no points. Or a fixed rate 30 year mortgage at 3.375% plus 2 points.
From question 5 (restated above), how would you advise Jane to make a decision between these two mortgage options? White her a short email explaining the difference.
10 points
Question 7
Describe the similarities and differences between a 529 Plan and a Coverdell Savings account.
Question 8
Jesse wants to save for her daughter’s college education. On her first birthday, Jesse starts saving $150 per month. The account earns 8% per year and Jesse’s total tax rate is 25%. How much will she have saved in the 529 by her daughters 18th birthday?
Question 9
Explain the difference between active and passive investing
Question 10
Name 3 types of risk that corporate bonds have. Define the risk, then give an example of how a financial advisor can work to reduce the effect this risk has on a client.
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