Financial Coaching How Would You Case Study

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This will improve Bill's ability to account for uncertainties and to more effectively plan for retirement. Furthermore, these areas are enhancing diversification and compounding. This will take place at lower rates of return (which are guaranteed by the insurance company). However, in the future Bill could access these resources to provide added levels of protection for his family and generate additional streams of income. Any kind of interest that is received will be reinvested in these asset classes. ("Explaining the Types of Fixed Annuities," 2011) (Tabang, 2009) (Massie, 2006)

Real estate will be utilized to help Bill realize long-term capital appreciation and income. The way that this will be achieved is he could invest in different apartment buildings and commercial office space. This will provide him with added amounts of income.

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At the same time, there will be enhanced levels of growth from an increase in property values over the course of several years. When these two elements are combined together, he will have a significant return from this asset class. (Allen, 2004) (Massie, 2006)

To reduce any kind negative consequences, Bill can focus on having a property management firm control these areas and ensure that he is maximizing his total return. They will have the responsibility of collecting the rent, performing maintenance and renting / evicting tenants for a monthly fee of 5 to 10% of the income. If this happens, Bill will see an increase in his annual income and does not have to worry about the challenges of actively managing the property. (Allen,.....

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