Jennifer Hanson is a 55-year-old Female who works as a Artist. They are currently Married and live at 043 Burke Squares, Hernandezside, PA 25589 in USA. They have 4 dependents: Maria (Age: 7, Gender: Male), Erik (Age: 25, Gender: Male), Anthony (Age: 26, Gender: Male), Carrie (Age: 4, Gender: Female). Their financial goal is Travel with a target amount of $199543 to be achieved in 17 months. Currently, they earn $85917 per month and have an expenditure of $27354. They have $24340 in savings, $850 in fixed deposits, $4271 in stocks, $22017 in mutual funds, and $18086 in other investments. Insurance: Auto Insurance with a premium of $6348 and coverage of $288841. No debt. Emergency Fund: Yes, Amount: $14974.
Plan for Jennifer Hanson:
1. Income: $85917 per month
2. Emergency Fund: $14974 (adequate for 6 months of expenses).
3. Savings: $24340
4. Debts: $0 () with an interest rate of 0.0%.
5. Insurance: Auto Insurance with coverage of $288841 and a monthly premium of $6348.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $4271
Future Value after 10 years: $10677.5
Annual Interest Rate: 20.0%

Investment Type: Mutual Funds
Monthly Contribution: $22017
Future Value after 10 years: $44034.0
Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit
Monthly Contribution: $850
Future Value after 10 years: $1275.0
Annual Interest Rate: 7.0%

Investment Type: Bonds
Monthly Contribution: $18086
Future Value after 10 years: $21703.2
Annual Interest Rate: 3.5%

7. Financial Goal: Travel with a target amount of $199543 to be achieved in 17 months.
8. Net Worth: $199543.0
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.