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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         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

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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. First five goals.

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