Inquiry(Into(Saving(
A"MAT115/117"Project"
"
" " created"by"Prof."Jeanne"Funk"
Part(III:(Putting(it(Together:(
Summarize"your"previous"work"in"a"saving"plan1,"including"the"following"information"in"your"plan."""
• The"goal"that"you"are"saving"toward""
• How"much"money"do"you"need"to"save?"
• How"will"you"invest"your"money"while"saving?""Give"details"of"your"reasons"for"choosing"this"
investment"option.""You"should"describe"all"options"you"considered"(including"return"rates,"pros"
and"cons,"and"information"sources)"and"discuss"which"factors"influenced"you"to"choose"one"
option"over"another."
• How"much"will"you"invest"each"year?"
• How"long"will"it"take"for"you"to"meet"your"goal?"
• What"roadblocks"might"you"encounter"and"how"will"you"address"them?"
Your"response"should"be"in"short"essay"format"and"should"include"all"requested"information,"even"if"you"
included"it"in"a"previous"part"of"the"project.""Remember"to"reference"sources"for"all"information"used.""
"
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1"Please"note"that"this"project"is"a"simplified"introduction"to"the"complex"world"of"finance"and"any"long"term"
savings"plan"should"be"developed"in"consultation"with"a"trusted"expert"in"financial"planning."
