Personal Finance
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Must be a total of 1000 words. Each answer needs to be numbered and 3 scholarly sources must be used. I will attach the book that can be used a source.
The following can be answered using page 153
1. Given her current situation, list some suggestion on what Shelby should do with a tax refund of $800
2. Based on her current and future life situation, what tax planning strategies should she consider?
3. Describe how Shelby should use Personal Financial Planner sheet #22, “Tax Planning Activities” to help her tax situation.
The following can be answered using page 185
4. Provide some suggestions for Shelby to increase her emergency fund.
5. Identify other money management and financial planning activities that Shelby should consider
6. Determine how Shelby should use Personal Financial Planner sheet #26, “Payment Account Comparison” and #28, “Checking Account Reconciliation”.
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