| inputs | |||
|---|---|---|---|
| Client Name(s) | Nicole P. | ||
| Total investments | $1,000,000.00 | ||
| Income need | $6,000.00 | ||
| Social Security | $2,000.00 | ||
| Pension | $2,000.00 | ||
| Income Shortfall | $2,000.00 | ||
| How much principle needed to genrate $2000.00 a month | |||
| Without risk management using only Traditonal Investments | $800,000.00 | ||
| Utilizing risk management with the Retire Safety First Approach | $480,000.00 | ||
| Difference of | $320,000.00 | ||
| The power of solving your income using less principle | |||
| Priciple value 8% compounded over 20 years | |||
| Money leftover using Traditional Investments only | $200,000.00 | $932,191.43 | |
| Money leftover using the Retire Safety First Approach | $520,000.00 | $2,423,697.71 | |
| Difference of | $1,491,506.29 |
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