Bob and Sue

relaxed freedom to travel

pursue new personal interest

financial freedom

Generate income to Bridge 2022-2023

80k per year income

Focus on remodel that will add to YOUR home enjoyment

consider longevity choices- such as home maintenance done by other etc. no more gutter cleaning!

sue

SEP

123k

IRA

56k

Roth

139k

bob

Rollover IRA

102k

IRA

45k

US Davis

Trust

Home

1.2

Inheritance

2mil

Target Emergency Reserve

200-300k

art

travel

seven wonders of the Ancient World

Fun

Enlightenment

Time with Frienda

Personal Freedom

Joy

Family

Son

Support

100k for house or ?

Balance

Social Liberal, Fiscal Conservatives

Grandkids

college funds needed

100k

income need will go down in May 2023 by 2k and again in Nov 2023 by 2k. Assumptions made that inflation push expense enough to still require assets to subsidy income

6k min- 8k desired

300k Emergency reserve

100k crave out for SPCA

100k to remodel house- put in lift

60k electric car

30k travel need/ 20k annually

Income

Social Security

Nov 2023 - $3000

Pension

currently $2000

Earning for assets

$4000 per month from assets

Funds held out of plan for bridge goal

60k

Bob pension will be $1500 in Oct 2023