This decision-based case developed from primary sources utilizes disguised names, but actual data to afford students the opportunity to evaluate and suggest options regarding the financial implications of varying the timing of retirement. Leon and Billie Reynolds have asked their daughter, Lexie, to review their retirement planning. The couple had accumulated almost $2,000,000 in investments. The case gives the couple's net worth, current salaries, insights into their spending habits, possible retirement points, family situation, and current allocations of their retirement funds. The case asks students to apply his or her financial planning skills to review the implications of the timing of the couple's retirement.

【書誌情報】

ページ数：9ページ

サイズ：A4

商品番号：HBSP-NA0692

発行日：2021/6/30

登録日：2022/2/15