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Material Detail

Budget Planning Case–Student&InstructorGuides

Budget Planning Case–Student&InstructorGuides

Brian and Tracy are a couple in their mid-40's. They believe themselves to be in "ok" to "good" shape financially. However, their lifestyle and budget tell a different story of missed opportunities and misaligned priorities. The case involves review and adjustment of their current budget, a review of their cash positioning, and consideration of their overall net worth as it would pertain to their eventual retirement plan....

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Keywords:
Critical Thinking, Financial Wellness, Budgeting, Financial Literacy, General Education, Personal Finance
Disciplines:
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More about this material

Material Type:
Case Study
Date Added to MERLOT:
June 20, 2017
Date Modified in MERLOT:
June 20, 2017
Author:
 
Submitter:
Cathleen Snyder
Primary Audience:
High School, College General Ed, College Lower Division, College Upper Division
Technical Format:
Document
Mobile Compatibility:
Not specified at this time
Technical Requirements:
Google document available with link: https://docs.google.com/document/d/14_7mT9-x35RLSHzsk6Yoe_u2BD5P8jgXHqCQAdiNfZs/edit?usp=sharing
Language:
English
Cost Involved:
No
Source Code Available:
Unknown
Creative Commons:
No

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