The American Dream: A Personal Finance Case

• In Event: Case Studies in Tax and Financial Accounting

Abstract

This personal finance case touches most issues covered in a traditional personal finance course. It is designed to be an end-of-term project for students to do on their own or in small groups. In addition to receiving the information on the case in an written outline, students must gather the needed information from personal financial statements, tax returns and summary investment reports. Students are to analyze the personal financial situation and make recommendations in the form of short and intermediate term goals. Students then estimate the cash flow impact of the proposed recommendations.

Author

• Robert Kevin Trout, Coe College