Financial clarity for a fulfilling retirement.
James and Patricia O'Brien, recently retired accountants, possessed a solid $3.5 million nest egg. However, they were concerned about two primary factors: funding their ambitious travel goals and bridging the gap in healthcare coverage before they became eligible for Medicare. They lacked a clear understanding of their portfolio's performance relative to their spending needs and risk tolerance.
Using the NAV Calculator, we analyzed their current portfolio's performance and identified opportunities for optimization. We calculated a NAV that highlighted areas needing improvement to better support their objectives. This was coupled with the Tax Equivalent Yield Calculator to identify tax-efficient investment strategies, potentially boosting after-tax returns by approximately 0.75% annually. We also used the Debt-to-Asset Ratio Calculator to proactively manage their debt, ensuring a stable financial foundation.
The NAV Calculator allowed for a precise assessment of portfolio performance, while the Tax Equivalent Yield and Debt-to-Asset Ratio Calculators provided key data points for strategic adjustments. Data was imported directly from the O'Brien's existing brokerage accounts for accurate analysis.
$37,000 additional income over 10 years due to tax-efficient investment strategies.
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