Use the information provided on the attachments to use Money guide to create a wealth plan. Then using the information provided from money guide to answer the questions at the end of the attachment and write a report.
Money Guide Log-in info:
Username: *****************
Password: July2008
QUESTIONS
Based on your MondeyGuide Pro financial plan for James and Harold:
Summarize the MoneyGuide Pro recommendation in a three to five-page (900 to 1,500-word) report.
Do you agree with the recommendations?
Would you suggest they lower their risk tolerance?
How would you reallocate Harold’s investments? (currently, they are 90% equity)
How would you implement the recommendations? (prioritization, time, money)
In your opinion, how often should the financial plan of Harold and James be monitored?
Attached Files (PDF/DOCX): Updated_James and Harold Case Study_V03_Case Only.pdf, On0MZ8-FIN 321 MoneyGuide Pro Financial Plan Exercise_Working_V01_08052024.pdf
Note: Content extraction from these files is restricted, please review them manually.
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