Roger Taylor is a 52-year-old Female who works as a Doctor. They are currently Single and live at 348 Sheila Brook, Peckchester, NH 86190 in Canada. They have 2 dependents: Sarah (Age: 22, Gender: Female), Juan (Age: 28, Gender: Male). Their financial goal is Save for Education with a target amount of $129383 to be achieved in 40 months. Currently, they earn $48102 per month and have an expenditure of $41466. They have $27235 in savings, $15209 in fixed deposits, $43488 in stocks, $5814 in mutual funds, and $8588 in other investments. No insurance. No debt. No emergency fund.
Plan for Roger Taylor:
1. Income: $48102 per month
2. Emergency Fund: $248796 (adequate for 6 months of expenses).
3. Savings: $27235
4. Debts: $0 () with an interest rate of 0.0%.
5. Insurance:  with coverage of $0 and a monthly premium of $0.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $43488
Future Value after 10 years: $108720.0
Annual Interest Rate: 20.0%

Investment Type: Mutual Funds
Monthly Contribution: $5814
Future Value after 10 years: $11628.0
Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit
Monthly Contribution: $15209
Future Value after 10 years: $22813.5
Annual Interest Rate: 7.0%

Investment Type: Bonds
Monthly Contribution: $8588
Future Value after 10 years: $10305.6
Annual Interest Rate: 3.5%

7. Financial Goal: Save for Education with a target amount of $129383 to be achieved in 40 months.
8. Net Worth: $129383.0
9. Recommendations:
   - Increase monthly contributions to meet the financial goal.
   - Consider reallocating investments to achieve better returns based on your risk profile.
   - Ensure adequate emergency fund and insurance coverage.