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FIS 210 Week 9 Final Project Personal Financial Plan

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FIS 210 Week 9 Capstone DQ

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FIS 210 Week 9 Capstone DQ

Capstone Discussion Question

Post a 100 – to 150 word response to 

the Main forum by Week Nine Day 3 

to the following question:

FIS 210 Week 8 Individual Assignment 

Personal Tax Strategy

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FIS 210 Week 8 Individual Assignment 

Personal Tax Strategy

Assignment: Personal Tax Strategy

FIS 210 Week 8 CheckPoint Zigglers Tax Planning 

Interview Appendix M And N

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FIS 210 Week 8 CheckPoint Zigglers Tax Planning 

Interview Appendix M and N

CheckPoint: Ziggler’s Tax-Planning Interview

Resources: Appendixes M & N

FIS 210 Week 7 DQ 2

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FIS 210 Week 7 DQ 2

Define what is included in your estate. Explain why an 

estate may break up. Describe what is recommended to 

do for estate planning. What do you feel is most 

important to do to plan for your estate? What have you 

already done or planned to do in the near future to 

prepare your estate?

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FIS 210 Week 7 DQ 1

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FIS 210 Week 7 DQ 1

Preparing for retirement is something that takes a 

lifetime. How does the planning and saving process 

change over the lifetime? What have you done or 

planned to ensure that you can retire as planned?

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FIS 210 Week 7 CheckPoint Planning For Life And 

Retirement Appendix L

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FIS 210 Week 7 CheckPoint Planning for Life and 

Retirement Appendix L

CheckPoint: Planning for Life and Retirement

Resources: Appendix L; Appendixes A & B of Personal 

Financial Planning; and Social Security Administration 

Web site at http://www.ssa.gov/

Complete the charts in Appendix L.

FIS 210 Week 6 Individual Assignment Castillo Lefebrve 

Case Study Appendix K

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FIS 210 Week 6 Individual Assignment Castillo Lefébrve 

Case Study Appendix K

Assignment: Castillo Lefébrve Case Study

Resource: Appendix K

FIS 210 Week 6 CheckPoint Buy Or Lease Analysis 

Appendix J

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FIS 210 Week 6 CheckPoint Buy or Lease Analysis 

Appendix J

Resources: Appendix J; Realtor.com Web site at 

http://www.realtor.com/; the Internal Revenue Service 

Web site at http://www.irs.gov/index.html; and your 

personal data

Complete Appendix J.

FIS 210 Week 5 DQ 2

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FIS 210 Week 5 DQ 2

Post your response to the following: List at least three 

different reasons during a person’s life time that they 

may need to procure a consumer loan. In your response 

discuss the criteria which a consumer should use to 

determine if they need a loan. How do credit ratings and 

past credit history play a part in this decision?

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FIS 210 Week 5 DQ 1

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FIS 210 Week 5 DQ 1

Post your response to the following: Discuss the terms 

and conditions of the various loans as well as the 

published criteria for obtaining the loan. Do you believe 

that a buyer would be better off paying for purchases 

with cash or a loan you found? Why?

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FIS 210 Week 5 CheckPoint Credit Fitness Examination 

Appendix I

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FIS 210 Week 5 CheckPoint Credit Fitness Examination 

Appendix I

CheckPoint: Credit Fitness Examination

Resources: Appendix I and your personal data

Complete Appendix I.

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FIS 210 Week 4 Individual Assignment Personal Savings 

Strategy Appendix H

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FIS 210 Week 4 Individual Assignment Personal Savings 

Strategy Appendix H

Assignment: Personal Savings Strategy

Resource: Appendix H

Read Appendix H.

FIS 210 Week 4 CheckPoint Banking Scorecard 

Appendix G

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FIS 210 Week 4 CheckPoint Banking Scorecard 

Appendix G

CheckPoint: Banking Scorecard

Resources: Appendix G and the data collected from the 

Internet, public, or your personal mail.

Complete Appendix G.

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FIS 210 Week 3 DQ 2

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FIS 210 Week 3 DQ 2

Discuss the levels of debt which exist in America among 

consumers. What do you feel are appropriate uses of 

consumer credit? How would you advise a friend to 

avoid unnecessary debt? How do credit scores drive 

costs and credit availability? Explain using the debt 

safety ratio.

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