Taylor Rojas is a 56-year-old Male who works as a Doctor. They are currently Divorced and live at 536 Jay Plain Apt. 380, Kirkfurt, NM 82603 in USA. They have 0 dependents: . Their financial goal is Travel with a target amount of $84420 to be achieved in 18 months. Currently, they earn $110141 per month and have an expenditure of $47814. They have $13752 in savings, $2731 in fixed deposits, $49951 in stocks, $3105 in mutual funds, and $9390 in other investments. No insurance. Debt: Yes, Amount: $10996, Type: Mortgage, Interest Rate: 6.628731021023949%. Loan Start Date: 2024-06-18, Loan End Date: 2033-02-08. No emergency fund.
Plan for Taylor Rojas:
1. Income: $110141 per month
2. Emergency Fund: $286884 (adequate for 6 months of expenses).
3. Savings: $13752
4. Debts: $10996 (Mortgage) with an interest rate of 6.628731021023949%.
5. Insurance:  with coverage of $0 and a monthly premium of $0.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $49951
Future Value after 10 years: $124877.5
Annual Interest Rate: 20.0%

Investment Type: Mutual Funds
Monthly Contribution: $3105
Future Value after 10 years: $6210.0
Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit
Monthly Contribution: $2731
Future Value after 10 years: $4096.5
Annual Interest Rate: 7.0%

Investment Type: Bonds
Monthly Contribution: $9390
Future Value after 10 years: $11268.0
Annual Interest Rate: 3.5%

7. Financial Goal: Travel with a target amount of $84420 to be achieved in 18 months.
8. Net Worth: $73424.0
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.