Piotrowski, Frank & Mary

Mai multe ca aceasta

my future life

după Andres Guzman Pulido

The impact of lung disease in Canada

după Alannah Andruskievicz

TAXES

după Medhir Phutane

They both die at the end (characters)

după Justi Molina Imbaud

Frank (78) & Mary (72) Piotrowski

Investment Goal

Minimized RISK Make Money Last

They are "Active" managers

USAA managed

$1,600 of Annual Fees

Ideal Portfolio

-10% Max Loss

Income - $568 / month

Safety

Tax Mitigation

Explore ROTH Conversions

Tax Liability

Current Tax Bracket - 10%

95% of Savings Tax-Deferred

IRA - $147,000

Self-Preparer/No Tax Planning

No Long-Term Care Insurance

Medications, while inexpensive, add up!

Frank & Mary are dealing with Frank's Stroke

Legacy

Anything left over will go to family

Frank & Mary's needs come first

Will was updated 10 Years ago

Top Concerns

Healthcare

Paying off debts

Having Money Last

Increase Cash Flow

Income Goal

Income Goal:

Would like to increase the net after bills are paid

Leaves $752 / month for groceries

Bills are $3,500 / month

Current Income is $4,252 / month

Retirement Vision

Music for Mary

Taking care of Frank's healthcare

Stay at home

Already retired

Personal