Age - 38
Married (SAM) - 2 children (4 and 7)
Annual Income - $167,000
Current Retirement Savings - $570,000 (all tax deferred)
Emergency Fund - $30,000
Debt - Mortgage of $270,000 and $600 car payment for another 2 years
Yearly Savings - $45,000 to 401k (including employer profit sharing)
Allocation - 80% S&P Index - 15% Small Cap - 5% Bond fund
Desired retirement age 59.5
Desired retirement income - $100,000 (in todays dollars)
Married (SAM) - 2 children (4 and 7)
Annual Income - $167,000
Current Retirement Savings - $570,000 (all tax deferred)
Emergency Fund - $30,000
Debt - Mortgage of $270,000 and $600 car payment for another 2 years
Yearly Savings - $45,000 to 401k (including employer profit sharing)
Allocation - 80% S&P Index - 15% Small Cap - 5% Bond fund
Desired retirement age 59.5
Desired retirement income - $100,000 (in todays dollars)
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