Julie Lewis is a 50-year-old Male who works as a Artist. They are currently Single and live at 70931 Maldonado Overpass, North Jonathan, MP 00732 in India. They have 2 dependents: Robert (Age: 21, Gender: Female), Anthony (Age: 4, Gender: Female). Their financial goal is Save for House with a target amount of $103242 to be achieved in 78 months. Currently, they earn $78880 per month and have an expenditure of $22961. They have $26606 in savings, $22847 in fixed deposits, $21818 in stocks, $10740 in mutual funds, and $11112 in other investments. Insurance: Health Insurance with a premium of $6251 and coverage of $201514. No debt. Emergency Fund: Yes, Amount: $7244.
Plan for Julie Lewis:
1. Income: $78880 per month
2. Emergency Fund: $7244 (adequate for 6 months of expenses).
3. Savings: $26606
4. Debts: $0 () with an interest rate of 0.0%.
5. Insurance: Health Insurance with coverage of $201514 and a monthly premium of $6251.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $21818
Future Value after 10 years: $54545.0
Annual Interest Rate: 20.0%

Investment Type: Mutual Funds
Monthly Contribution: $10740
Future Value after 10 years: $21480.0
Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit
Monthly Contribution: $22847
Future Value after 10 years: $34270.5
Annual Interest Rate: 7.0%

Investment Type: Bonds
Monthly Contribution: $11112
Future Value after 10 years: $13334.4
Annual Interest Rate: 3.5%

7. Financial Goal: Save for House with a target amount of $103242 to be achieved in 78 months.
8. Net Worth: $103242.0
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.