George Thomas is a 42-year-old Male who works as a Doctor. They are currently Single and live at 5874 Roberts Mall, Leslieville, OH 82324 in USA. They have 0 dependents: . Their financial goal is Retirement with a target amount of $178020 to be achieved in 35 months. Currently, they earn $30176 per month and have an expenditure of $10685. They have $26266 in savings, $17207 in fixed deposits, $2204 in stocks, $2748 in mutual funds, and $4809 in other investments. Insurance: Health Insurance with a premium of $6824 and coverage of $277202. Debt: Yes, Amount: $18553, Type: Credit Card, Interest Rate: 24.733781218211806%. Loan Start Date: 2016-09-01, Loan End Date: 2034-03-15. Emergency Fund: Yes, Amount: $19107.
Plan for George Thomas:
1. Income: $30176 per month
2. Emergency Fund: $19107 (adequate for 6 months of expenses).
3. Savings: $26266
4. Debts: $18553 (Credit Card) with an interest rate of 24.733781218211806%.
5. Insurance: Health Insurance with coverage of $277202 and a monthly premium of $6824.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $2204
Future Value after 10 years: $5510.0
Annual Interest Rate: 20.0%

Investment Type: Mutual Funds
Monthly Contribution: $2748
Future Value after 10 years: $5496.0
Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit
Monthly Contribution: $17207
Future Value after 10 years: $25810.5
Annual Interest Rate: 7.0%

Investment Type: Bonds
Monthly Contribution: $4809
Future Value after 10 years: $5770.8
Annual Interest Rate: 3.5%

7. Financial Goal: Retirement with a target amount of $178020 to be achieved in 35 months.
8. Net Worth: $159467.0
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.