Planit:Personal Information Screen Exercise

From Planipedia

Jump to: navigation, search

Solve for the following problem:

Walter and Alice Black have given you some summary information on themselves to begin the investment management process. They have expressed to you that they have an inflation assumption of 3.0%. Alice is 60-years old, born August 13th, and Walter is 63-years old, born on March 1st.

Check the accuracy of your client against the answer key.

Click here to return to the Financial Management Workbook.

Retrieved from "http://www.planipedia.org/index.php/Planit:Personal_Information_Screen_Exercise"
Personal tools