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Personal Financial Planning, Fourth Edition by Wai Mun Fong, Benedict Koh

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18. Case Studies on Financial Planning

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Introduction

In this chapter, we introduce three case studies to illustrate how financial planning is carried out for singles, young couples and mature couples with children. The concerns and needs of singles, young couples and mature married couples are different. In the case of singles, they are primarily concerned with their own financial well-being as they have no dependents to care for. Hence, financial planning for singles involves planning for their housing, protecting their income during their working life and planning for their retirement.

As regards young couples, they are primarily concerned with ...

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