Use the appropriate function in Excel to answer the following question. How much money would you have in a savings account at the end of 4 years if the following assumptions were true? You make payments of $35 a month to your savings account every month for 4 years. Your savings account has a fixed APR of 1.4%. Note: A fixed APR is an annual interest rate that does not change during the 4-year period. You will not take any money out of your savings account during this 4-year period. You have no beginning balance.

Which certificate is the lowest level certification that a personal finance manager requires to sell mutual funds, trusts, and variable annuities? a. series 2 b. series 6 c. series 5 d. series 7 e. series 8

In 2015, lori assigned a paid-up whole life insurance policy to an irrevocable life insurance trust (ilit) for the benefit of her three children. the ilit contained a crummey provision for the benefit of each child. at the time of the transfer, the whole life insurance policy was valued at $200,000, and since lori had not made any other taxable gifts during her lifetime, she did not owe any gift tax. lori died in 2016, and the face value of the whole life insurance policy of $2,000,000 was paid to the ilit. regarding this transfer, how much is included in lori’s gross estate at her death?

If the family’s net monthly income is 7,800 what percent of the income is spent on food clothing and housing?