1. What do you think of Brad and Barbara’s seeking help for Brad’s parents?
2. What prompted Richard to seek assistance? Was it only because of Brad and Barbara?
3. What type of financial plan seems appropriate for Richard and Monica?
4. Why do you think Monica didn’t react more negatively to the financial news?
5. What might the loss tell you about Richard?
Expectations:
• Homework for this course consists of Case Applications related to the topics covered during the week. You have to read the case background and analyze the financial issues by answering case application questions assigned.
• You should demonstrate the ability to apply personal finance concepts, vocabulary, and models to analyze financial situations, synthesize the week’s course material, and relate it to the case.
• Case analysis should be substantive and insightful. You should use assigned readings to support case analysis and use proper MLA in-text citations and works cited formatting where applicable.