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> Kaitlyn Otashi: Budgeting and Spending Analysis

商品編號: BAB500
出版日期: 2021/10/01
作者姓名:
Potter, Mark;Bliss, Richard
商品類別: Finance
商品規格: 4p

再版日期:
地域:
產業:
個案年度: -  

 


商品敘述:

Kaitlyn Otashi opened her banking app and was shocked to see her balance went down compared to last month. She started a new full-time job six months ago, and was earning a decent salary. Although her expenses had gone up as a result of moving to a new apartment, she could not understand how her available cash was going in the wrong direction. This case weaves Kaitlyn through an analysis of her income and spending, including a detailed analysis of salary and benefits, personal taxes, and spending patterns. The case extends this analysis by considering three scenarios that involve Kaitlyn adjusting contributions to her health care savings plan, retirement plan, and changes in spending patterns to determine impact on income, after-tax cash flow, and net overall savings. This case is ideal for classes on personal finance, basic finance, and cash flow analysis, as well as workshops on budgeting and planning.


涵蓋領域:

Budgets and budgeting;Career planning;Finance and investing;Financial analysis;Personal finance;Tax policy


相關資料:

Spreadsheet Supplement, (BAB499), 16p, by Mark Potter, Richard Bliss;
Case Teaching Note, (BAB501), 19p, by Mark Potter, Richard Bliss;
Spreadsheet Supplement, (BAB503), 0p, by Mark Potter, Richard Bliss;
Spreadsheet Supplement, (BAB504), 0p, by Mark Potter, Richard Bliss