R28课后题关于投资目标
课后题给的答案如下：
Investment Objectives:
- Purpose: Support Patel’s lifestyle in retirement (higher priority), provide for family’s needs (higher priority), fund philanthropic activities (lower priority), provide inheritance for children (lower priority)
- Anticipated annual need: €200,000, with annual increases for inflation
- Annual need met with: Income from small business (approx. €120,000), pension (€50,000 with annual inflation increases), portfolio distributions
- Intent to purchase of €1.4 million vacation home in three years
- Zik should assist in quantifying philanthropic and bequest goals and determining how to fund the vacation home purchase.
想问下，intent to purchase of 1.4 million vacation home in three years 为什么不在purpose里？
