PERSONAL FINANCE

Final Prototype Materials to Be Uploaded

( 5 PM on Sunday, December 19)

Upload the following materials to the folder named Econ223-Presentation & Other Required Materials by 5pm on Sunday, December 19.

(1) The Master Spreadsheet for your prototype with all worksheets completed

(2) Your revised write ups (based on work with your Financial Advisor & comments that you have received from Ann & Saundra) for Assignment 3 (Human Capital), Assignment 6 (Completing a Tax Return) & Assignment 10 (Recommended Allocation & Implementation

(3) The revised tax return for your prototype which now contains estimate of the prototypes interest income, dividend income and capital gains based on the prototype’s recommended asset allocation.

Home Outline &Readings Description Assignments Requirements

Ann Witte, AWitte@Wellesley.edu
Economics
Date Created: November 16, 2010
Last Modified: November 16, 2010
Expires: January 15, 2012