Notes On Fundamentals And Fundamentals

Teaching is not merely about methods used and material presented in the classroom, but about shaping students’ lives to help them construct a firm foundation for a successful future. I desire to teach my students basic life skills as well as challenge them to set and reach their highest goals.

c. The Johnsons own a piece of investment real estate. They paid $500 of real property taxes on the property and they incurred $200 of expenses in travel costs to see the property and to evaluate other similar potential investment properties.

a. What amount of ordinary income and separately stated items are allocated to them for years 1 and 2 based on the information above?

c. both the expenses incurred for office space, equipment, and supplies, and her foregone salary of $42,000 per year

2. How many months' worth of expenses do you think your financial reserve should include? Describe at least two reasons for this decision. (3-6 sentences. 2.0 points)

Advertising Expenses went over cost for an unfavorable variance of $3,754 from a standard budget of $28,412 and a flexible budget of $27,708. The extra money spent towards advertising may have been to help boost extra sales towards the end of the year. Transportation Out also went over its budget for an unfavorable variance by $5,607. However, there is more to the Transportation Out than what the budget says. The price of shipment is supposed to be $30 per unit and with 87 less units sold; there should be an extra $2,610 in the budget. This requires extra investigation.

Identify the budgets in Column B from which dollar amounts are transferred directly in constructing the budgets listed in Column A:

Once I have identified the student’s motivation I would develop an individual plan that would remove each of these barriers and enable the student to move to the next level.

How much will they need at retirement if they can earn a 4% rate of return? d. The Hamptons want to have $3,500,000 for their retirement in 30 years. How much should they save annually if they think they can earn 7% on their investments?

A. Compared to similarly weighted portfolios Javier’s bond portfolio is lower, but he could get rid of a few higher expense bonds and reinvest into bonds with lower expenses. Javier’s lower overall expense level is due to his large stake in Fidelity Strategic Income with 28% of his portfolio invested. His investment in Pacific Advisors Government secs A and Federated Municipal High Yield hold high and above average expense ratios. Cutting these two out of his portfolio could further decrease his total expenses if his money is reinvested properly somewhere else. Either reinvesting into different bonds or into stocks could result in his desired outcome of lowering the total

In order for the student to succeed the educational system must provide transition services which should be tailored to the student and their needs. What this looks like is having annual goals and objectives in order to get to the annual goals. This will allow the student to be able to succeed.

Firstly, in setting goals one has to be specific which is an important role in our lives today. Alice was very specific. After her graduation she had set some short term goals to gain more money to pay for food, clothing, rent, entertainment and gas. Also, this income contributes to offsetting her student loan of $53000 in two years’ time. After attaining these goals, she moved onto her intermediate goals of accumulating assets and buying a house. This was financed by the surplus of her annual wages. Later, Alice went on to her long term

Clear goals allow students to engage more and feel motivated to participate and do better in school.

The goals are a personal investment of my time, commitment, and effort in planning for my future. My goals represent a clear path with a timeframe to achieve my goals, such as completing my bachelor’s degree, attending workshops for advancing my technological skills, and obtaining a higher level position in my current workplace or finding new employment.

2. Given her current situation, list some suggestion on what Shelby should do with a tax refund of $800.