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Determine what is the best decision financially given all financial concerns and also address non-financial matters.

Take the information as given. Do not change any data. You may, however, add any additional information to enhance the fact pattern if you believe it is relevant for the financial plan. 1. Prepare a personal balance sheet (see Worksheets and textbook for examples) 1 page for statement and 2-3 pages for explanations of numbers […]

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