Divorced, 61 Years Old, $1M Invested: a Signature Life Plan Review
Impossibile aggiungere al carrello
Puoi avere soltanto 50 titoli nel carrello per il checkout.
Riprova più tardi
Riprova più tardi
Rimozione dalla Lista desideri non riuscita.
Riprova più tardi
Non è stato possibile aggiungere il titolo alla Libreria
Per favore riprova
Non è stato possibile seguire il Podcast
Per favore riprova
Esecuzione del comando Non seguire più non riuscita
Divorced, 61 Years Old, $1M Invested: a Signature Life Plan Review
-
Letto da:
-
Di:
Recently divorced, Bobbie can envision a life for herself that she never had before – one filled with new paths to take and fresh opportunities for growth. But before she can set out, there are a few things she needs to consider as she reestablishes herself and her finances in light of her changing circumstances.
Facts about Bobbie:
- Bobbie is 61 years old and hopes to retire at 65 and utilize her Social Security benefits
- She has about $1.1 million in retirement accounts (401k and IRAs)
- Her home is paid off and is worth about $900,000
- She has little to no debt
- This brings her net worth to about $1.8 million
Bobbie’s Signature Life Plan shows:
- Spendable income of $30,000/year
- Selling her home and moving to a new city where she will purchase a new home
- The taxes and fees at her new home will cost her roughly $28,000/year
- The HOA at her new home will cover unexpected expenses that may occur
- She wants to take a trip every year for the next 20 years. Each trip will cost an average of $15,000.
- Bobbie's Confidence Number is 77
Listen now to hear the strategies and solutions Chip and Jon use to adjust Bobbie’s plan to meet her retirement goals.
adbl_web_anon_alc_button_suppression_t1
Ancora nessuna recensione