Bethel University Shelby Johnson Case Study Discussion

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Read attached case study and answer in 500 words the following using 2 sources in APA format

1. Based on her current and future life situation, what tax planning strategies should she consider?

2. Provide some suggestions for Shelby to increase her emergency fund.

3. Identify other money management and financial planning activities that Shelby should consider.

4. Determine how Shelby should use Personal Financial Planner sheet #26, “Payment Account Comparison” and #28, “Checking Account Reconciliation”.

 
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