Goal: Income Protection |
What is your current income? |
$
|
How many years will your spouse need your annual income? |
|
Current investment income (rental property, dividends, annuities... |
$
|
Existing liquid assets |
$
|
Goal: Pay off Mortgage and Expenses |
Outstanding mortgage balance: |
$
|
Outstanding loans: |
$
|
Final expenses: (Medical, Funeral, Taxes) |
$
|
Goal: College Expenses |
*An average annual tuition cost of $15,000 - $20,000 per year is typical.
|