Frankie's Art Store Case Study

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• Becky’s Education: As discussed in the education analysis, I recommend that you sell your EE Savings Bonds and use the funds to make a contribution into a 529 Savings Plan for Becky. However, this lump sum will not be enough money to cover all education costs, so I also recommend that you invest $150 monthly into the 529 Savings Plan.
• Mia’s Art Gallery: The future value of Mia’s art gallery is $136,194.64. In order to reach this goal $248.89 will need to be saved monthly in the moderately aggressive allocation.
• Home Addition: The future value of the home addition is $34,048.66. In order to reach this goal $62.22 will need to be saved monthly in the moderately aggressive allocation.
• Becky’s Wedding: While not mentioned as one of

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