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Homework answers / question archive / Table of Recommendations for the Bedos Line Goal Goal Amount Already Accumulated Shortage/Surplus Strategy 1 Improve Cash Flow 2 Cash Reserve 3 Debt Restructure 4 Lower Income Tax 5 Improve Tax Withholding 6 Tyler’s Life Insurance 7 Mia’s Life Insurance 8 Tyler’s Disability Insurance 9 Mia’s Disability Insurance 10 Education Goal 11 Bedos’ Health Insurance 12 Bedos’ LTC Insurance 13 Prop & Liab Insurance 14 Investments Reallocation 15 Retirement at age 62 16 Estate Planning Only 5 goal need to be filled in the word document that has been given to you
Table of Recommendations for the Bedos
Line |
Goal |
Goal Amount |
Already Accumulated |
Shortage/Surplus |
Strategy |
1
|
Improve Cash Flow |
|
|
|
|
2 |
Cash Reserve |
|
|
|
|
3 |
Debt Restructure |
|
|
|
|
4 |
Lower Income Tax |
|
|
|
|
5 |
Improve Tax Withholding |
|
|
|
|
6 |
Tyler’s Life Insurance |
|
|
|
|
7 |
Mia’s Life Insurance |
|
|
|
|
8 |
Tyler’s Disability Insurance |
|
|
|
|
9 |
Mia’s Disability Insurance |
|
|
|
|
10 |
Education Goal |
|
|
|
|
11 |
Bedos’ Health Insurance |
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|
|
|
12 |
Bedos’ LTC Insurance |
|
|
|
|
13 |
Prop & Liab Insurance |
|
|
|
|
14 |
Investments Reallocation |
|
|
|
|
15 |
Retirement at age 62 |
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|
|
|
16 |
Estate Planning |
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|
|
|
Only 5 goal need to be filled in the word document that has been given to you. First five goals.