Econ 223

PERSONAL FINANCE

The dates for Assignments 4-9 are approximate & may vary by 3 or 4 days. We have provided these tentative dates to allow you to schedule time to complete the assignments.

Assignment 1-Prototype Summary (Due September 17)

Assignment 2- RITE Evaluation (Due September 21)

Assignment 3-Human Capital (Due September 28)

Assignment 4-Pay Stub-Taxes (Due October 8)

Assignment 5-Pay Stub-Employee Benefits(Due October 19)

Midterm (Due October 26)

Assignment 6-Purchases (Due November 2)

Assignment 7-Risk & Investment Goals(Due November 9)

Assignment 8-Net Worth & Current Asset Allocation (Due November 16)

Assignment 9-Recommended Allocation & Implementation (Due November 23)

Presentations (Due November 30-December 10)

Financial Advisor Assignment (Due December 11)

Term Paper (Due December 21)

Home  Outline &Readings  Description  Assignments Requirements

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• Ann Witte, AWitte@Wellesley.edu
• Economics
• Date Created: May 9, 2006
• Last Modified: November 14, 2009
• Expires: January 15, 2011

© Ann Dryden Witte, 2006