Reference no: EM132425326

Choose one of the four following life situations:

1. Husband/wife, two kids, 1 income, mortgage, good salary, some savings, and no college fund.
2. Divorced, 55 years old, $1.2 million, 2 kids in college, and no debt.
3. 24-year-old single woman, college graduate, engineer, and $20,000 savings.
4. 74-year-old widower, excellent pension, $500,000, long-term care insurance, and three children.

Create a 700- to 1,050-word analysis in which you do the following:

Question 1: Describe the risk tolerance for the life situation selected.

Question 2: Recommend an asset allocation (specify percentage allocated to each asset group) to match that risk.

Question 3: Develop an investment portfolio that meets their needs.

Question 4: Consider and recommend any insurance that is appropriate.

Question 5: Specify any estate planning tools necessary to protect the family and their assets.

• Format your paper consistent with APA guidelines.
• Use a separate section header for each of the 5 requirements. Points are deducted for not using these headers