Develepment of Financial Plan – Nursing Writings

Develepment of Financial Plan – Nursing Writings

Changes that need to be done -:

· In the insurance part please add some numbers and a plan that how much should they invest.
· In the question it has been written he will be inheriting his uncle property soon so please mention how he should be planning to do its estate planning and how he can reduce tax in that property transfer. Also please mention the business and patent he is going to sell it mentioned under question please refer that aswell.
· They are planning to build townhouse in whistler please mention that as well and show some numbers how they should manage that keeping in mind their taxes.
· In the section emergency you have given only general idea please add some number and an plan into it , professor likes to see if we have added number with the explanation.
· Under the retirement section the question has already mentioned about their contribution and suggest with some calculation and numbers how much more they should invest in RRSP according to their income.
· Under major purchase you should add their already purchased property in Hawaii and how they should add to their planning to grow that property in 4-5 year as mentioned in the question plus the expansion of whistler property.

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