iconASSET BUILDER/PLANNER icon
Account Name Purpose Present Value Monthly Additions Estimated ROI% Non Retirement Required Date Future Value Income at Retirement
Retirement Goals Non RE/Business Total Value Adds/ Month Blended % RET. LIQUIDITY $5,328,592 $22,201
devis Fixed Income: 1 Fixed + Ret. Income
1.Age: Retirement Funds $54,589 $111 10.00% Fixed Income: 2 $26236
2.Inflation: Other NON-RE. $54,589 $111 10.00% Fixed Income: 3 Decisions Net
3.ROI %: Other NON-RE. $54,589 $111 10.00% Fixed Income: 3 $26236
Debt Free Age: Retirement Projections
Personal RE 54.00 RE & BUS: Cash Flow Est ROI% Loan Balance Prop Values Net Equity
Unsecured Debt 36.50 Owner Occupied RE $-2,817 $-817,849 $4,090,508 $4,908,357
Investment / RE 58.08 Investment RE $-1,493 $0 $6,371,686 $5,844,423
Vehicle Debt 31.14 Tot. RE & Bus Inv: $-4,310 $-290,586 $10,462,194 $10,752,780