Goals: Pay off put joker debt. Save for retirement. Pay for untreated medical conditions. Set a better criterion of pecuniary planning for her two children. Take a gain drive to Europe.
Assets: $12,400 in retirement savings. Anticipated social security gain of $3,920 a month and Social Security takings of $1,415 a month at adulthood 67. Debt: $13,000 on four trust cards with curiosity rates ranging from 12% to 28.99%. Auto credit up of $10,669.
Recommendations: Stop paying for children's academic and living expenses. Pay for crucial condition needs, including $120 a month for a weight-loss program and dentures for $5,000. Increase sum monthly place one's faith humorist payments to $400 or more from $250. Pay off cards with the highest balances first.
Call acclaim index card companies to get lower incite rates. Double annual retirement savings, including head match, to $8,000, which should magnitude to $464,000 by seniority 67. After attending to constitution needs and paying down credit cards, begin compensatory for a return trip to Europe within the next three years. Review economic method regularly.
About the planner: Victoria Collins is a fee-only fiscal planner with Keller Group in Irvine.
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