IST 101 – Fall 05 – A
BUS101 – Spring 08 – A.Lynch Name:__________________
===================== Due: Monday, 5/5
Homework - Ch. 21 – Personal Finance
1. Final Project:
• Submit a letter of reference from a former employer, teacher, or business person. The letter needs to be dated after the beginning of this class.
• Write and submit short answers to the 9 potential interview questions.
• Prepare the remaining parts of the final project (cover page, table of contents, introduction, awards, and work samples). Be sure to refer to the final project assignment page to get the necessary requirements.
• Update Personal Statement, Essay, Resume, and Letter and resubmit.
2. Ch. 21:
• Complete the attached Income Statement and Balance Sheet.
• There is no quiz for Chapter 21! Please prepare well for the final project.
| | |Your Occupation: ____________________ | | |
| | | | | |
|Income statement | | |
|Monthly cash flow | | |
|Income | | | | |
|Expenses | | | | |
|Cash flow | | | | |
| | | | | |
|Monthly estimated Income | | |
|Salary | | | | |
|Assistance | | | | |
|Unearned Income | | | | |
|Other | | | | |
|Other | | | | |
|Other | | | | |
|Total income | | | | |
| | | | | |
|Monthly Estimated Expenses | | |
|mortgage / rent | | | | |
|home repair / maintenance | | | |
|PSEG | | | | |
|oil | | | | |
|cable | | | | |
|phone | | | | |
|water | | | | |
|laundry | | | | |
|child care | | | | |
|Car | | | | |
|Gas | | | | |
|Insruance | | | | |
|transportation (parking, bus, | | | | |
|taxi, train) | | | | |
|Car repair | | | | |
|groceries | | | | |
|meals out | | | | |
|clothing | | | | |
|personal items | | | | |
|Doctors / drugs | | | | |
|Habits / hobbies | | | | |
|Entertainment | | | | |
|Credit Card | | | | |
|other | | | | |
|other | | | | |
|Total expenses | | | | |
| | |Your Occupation: ____________________ | | |
|Balance Sheet | | |
|Personal Net Worth | | |
|Assets | | | | |
|Liabilities | | | | |
|Net Worth | | | | |
| | | | | |
|Assets | | |
|savings | | | | |
|checking | | | | |
|stocks/mutuals/CD's | | | | |
|car | | | | |
|RealEstate | | | | |
|Retirement | | | | |
|Belongings | | | | |
|Business | | | | |
|other | | | | |
|other | | | | |
|Total Assets | | | | |
| | | | | |
|Liabilities | | |
|mortgage | | | | |
|car loans | | | | |
|credit card debt | | | | |
|retail debt | | | | |
|personal debt | | | | |
|other | | | | |
|other | | | | |
|Total Liabilities | | | | |
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