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Polygence Scholar2020
Evan Shih's profile

Evan Shih

Irvington High SchoolClass of 1970Fremont, CA



  • "Planning for My Financial Future" with mentor Jeffrey (Sept. 20, 2021)

Project Portfolio

Planning for My Financial Future

Started Nov. 25, 2020

Abstract or project description

Evan will formulate a plan for his financial future. This includes thinking about his future income path, deciding how much to consume versus save, addressing the impacts of taxes and interest rates, portfolio diversification, choice of which kinds of insurance to purchase, whether to own or rent housing, and more. Under an increasingly realistic set of assumptions, Evan will research relevant data inputs for his calculations, using real world values for taxes, the costs of insurance, housing, and other consumption items. The plan will be incorporated into an Excel document that can by updated easily a new information arrives over his actual lifetime experience in the labor force.