3 Different Memo’s

    You are a financial advisor specializing in young professionals. You have been ask to help Max and Martha make a buy or lease decision. Please write a memo to Max and Martha explaining the pros and cons of buying or leasing a vehicle and then give them your recommendation.

    Requirements:

    200+ words
    Memo Format:

        Heading: single spaced

            Your Name

            Their Name

            Date

            Re:

        Block paragraph ( no indent, single space between lines, double spaced between paragraphs )

        1 – 4 sentence paragraphs.  2-3 sentences is best.

        Font: 12pt, Times New Roman or some other professional font.

    Instructions FOR THE SECOND MEMO
    Again in you role as financial advisor to young professionals, write Tom a memo advising him how to establish credit. Use the information you’ve learned from the chapter 6 readings and watching the assigned video.

    200+ words ( it will probably be more, but no more than a page )
    Memo Format:

        Heading: single spaced

            Your Name

            Their Name

            Date

            Re:

        Block paragraph ( no indent, single space between lines, double spaced between paragraphs )

        1 – 4 sentence paragraphs.  2-3 sentences is best.

        Font: 12pt, Times New Roman or some other professional font.

        Memo format

    Instructions FOR THE THIRD MEMO

    Type of Life Insurance to Buy
    Directions:
    You are a financial advisor. You are advising a couple, Bob and Barbara Jones, both in their mid-thirties, on the purchase of life insurance.Bob and Barbara take home approximately $100,000/yr, they have 2 children under the age of five and they have a $250,000 mortgage.How much life insurance do they need? What type of insurance should they get?

    Make sure you give the pros and cons of each type of insurance.

    Requirements:
    Memo Format 1. Heading -To:From:Date:Re:2. Block Paragraphs, Single space within paragraphs, double space between paragraphs3. 12 point type, Times New Roman

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