Case Study

Give recommendations on what they should do based on the following:
*Where should they spend/invest based on their situation (not specific investments but categories such as a type of account (401k, IRA, savings account, etc.) or investment category (stock, bond, mutual fund, etc.)
*Make sure to base things on the risk tolerance level and time horizon of when they plan to need the money.
*Make recommendations based on debt repayment if thats part of the case such as credit cards, etc.
*Make any other general personal finance recommendations as you see fit based on the info in the case.

CASE STUDY:
Your client is a single individual, age 25 who has recently finished college and started a new job.  This job pays $50,000 per year before deductions and provides medical insurance and a 401k Plan that the company matches up to 3%.  This individual does not have any current savings or investments.  Debt includes student loans and a $500 amount on a credit card.  This person is planning to continue living with their parents for the next year or two to save some money.  Current goals include saving to purchase a vehicle and to either rent an apartment or buy a house within two years and to pay off the credit card balance.  The client’s risk tolerance level is estimated to be moderate to moderate/aggressive.  A budget was created and has been determined that while living at home this individual will have approximately $20,000 per year to put into a financial plan.

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