Unlocking travel dreams with smarter investing.
James and Patricia, aged 66 and 64 respectively, recently retired with $3.5 million in combined retirement assets. They are eager to travel extensively but are increasingly worried about the escalating costs of healthcare until they are both eligible for Medicare. Their current investment strategy, while conservative, may not generate sufficient returns to cover these expenses and fund their desired travel plans.
Using Golden Door Asset's NAV Calculator, we analyzed the O'Briens' mutual fund and ETF holdings to determine their true value and identify underperforming assets. By reallocating 20% of their portfolio into lower-cost, higher-growth potential ETFs with a strong NAV performance track record, we projected an increase in annual returns by 1.5%, potentially generating an additional $52,500 in annual income to offset healthcare expenses and fund their travel.
The NAV Calculator allows for the accurate calculation of investment values, which is then used in conjunction with projected healthcare costs from credible resources to create a tailored financial plan. The Agent Labor Arbitrage Calculator was used to determine the potential cost savings of switching to lower-fee funds.
$52,500 in potential annual income and peace of mind, securing retirement and travel goals.
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