Build Wealth
Home and Real Estate
Primary Residence
Mortgage in Florida $3,600/mo| $800,000 Equity
Future Changes to Primary Residence
Not Complete
Other Owened real Estate
1 Property
Futvure real estate purchases
Not Complete
Futvure real estate sales
Not Complete
Income VS Expenses
Apr.2044
Apr.2044
- Avg. Income after
Apr.2044
- $5.9k/mo
- Avg. Income after
Apr.2044
- $5.9k/mo
- $5.9k/mo
- $2.9k/mo
if you retire at apr. 2044 you’re in good shape.
see your detailed Lifetime income Projection
Need to Update? Modify Income or expenses.
Income VS Expenses
Current
- $1.1M
At Longevity Age
- $8.7M
- $1.1M
- $8.7M
At Your Longvity age of 89 we estimate you’ll
leave your $8.7M in assets.
OverView
Plan Wellness
Change of Success
- 99%
you have a 99% Chance of fuly Funding Your Plan Throught
89 when using Optimistic assumptions
Preview
- Out of savings 2 Years Late
- $253,208 more In your estate at 94
- pay $529,919 less in your lifetime taxes
Go Beyond Your Saving and Investments
Sure Saving Are Imortant But So Taxes ,income, Where You Live, debt, how you spend Money and more
Taxes:
State modeling, itemized deduction,brackets
Income:
Work, Social Security, annuities, pension
Rea Estate:
Future Purchases and sales
Debt:
Student Loans , mortgages credit card
Goals:
What matters Most to you.....
Budget:
Recurring and one-time Purchases
Medical:
Medicare and long-term care
Dozens of other foctors :
What matters Most to you.....
