The primary residence mortgage is a 5/1 ARM 30-year loan and was has taken out exactly 2 years ago. Harold

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‘The primary residence mortgage is a 5/1 ARM 30-year loan and was has taken out exactly 2 years ago. Harold
has made 24 payments at a rate of 7.25%.

James is currently paying 4 16.99% annual interest rate on his credit card debt

GOALS

1. Save for retirement

2. Provide for each other in the event of death

Using the information attached about James and Harold create a financial plan using MoneyGuide Pro (see
below and attached for directions.)

QUESTIONS

Based on your MondeyGuide Pro financial plan for James and Harold:

1. Summarize the MoneyGuide Pro recommendation

2. Do you agree with the recommendations?

Would you suggest they lower their risk tolerance?

How would you reallocate Harold investments? (currently they are 90% equity)

How would you implement the recommendations? (prioritization, time, money)

In your opinion, how often should the financial plan of Harold and James be monitored?

Must be typed, double-spaced, in 12-point Times New Roman or Arial font, with one-inch margins
Must have the title page in APA-7th style

Must have in-text citations in APA-7th edition style

Must have reference list in APA-7th edition style. Please note that you must reference the data you are using for the
project

Must be prepared using word processing software (Microsoft Word preferred)

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