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Investment Overview

$187,000
+2%
Name
Invested Amount
% of Total Assets
Trend
Company Stock
$92,000
49%
4.2%
Cash Savings
$25,000
13%
3%
Stocks and ETFs
$30,000
16%
2.5%
Bonds
$10,000
5%
0%
Roth IRA
$10,000
5%
0.8%
401(k)
$20,000
11%
1.5%

Financial Snapshot

$187,000
+2%

Alerts & Notifications

Monthly Spending Alert
  • Food & Dining Alert:

    Spending increased due to Cabo trip; current budget unaffected.

  • Savings Reminder:

    You’re on track to meet the quarterly savings goal!

Budget Update Suggestions
  • Expense Adjustments:

    Suggests $100 monthly savings on dining out to redirect to long-term savings.

  • Goal Adjustment Option:

    Optional suggestions for maintaining lifestyle without goal impact.

Current Monthly Budget Breakdown

$7,500

    Alert: Exceeded Travel and Lifestyle Budget this month by 11%

    Current Essentials

    $3,300

        Current Travel & Lifestyle

        $1,250

            Current Savings & Investments

            $1,500

                Car Purchase

                $30,000

                55% toward goal, with estimated completion in 11 months (due to increased savings from budget adjustments).

                Home Purchase

                $109,000

                100% - Goal met with successful purchase.

                Retirement

                $2 Million

                  Current contributions, along with adjusted investment strategies, are projected to reach approximately 75% of the target. Additional monthly contributions or portfolio adjustments may be needed to fully meet the $2 million goal by age 60, assuming an average annual return of 5-7%.

                  Future Monthly Budget Breakdown

                  $7,500

                    Future Essentials

                    $4,714

                        Future Travel & Lifestyle

                        $675

                            Future Savings & Investments

                            $1,500