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Retirement Bear & Dobalobe (Financial (401(k) (Airgas 401(k)…
Retirement Bear & Dobalobe
Lifestyle goals
Travel
RV
Gardening
Stay in Petaluma
Exercise
Yoga
Strength
hiking/biking
Grandchildren
Financial
Payoff House
USAA 1st 5/1/2028 paid off
USAA 2nd due $99(k) 12/30/2025
401(k)
Airgas 401(k) $46(k)Projection @ 5% 2023 $61,644
Sutter 403(b) $40(k) Projection @ 5% 2023: $91,600
Matheson $45(k) Goal:$165(k) assumes 20% contribution
Praxair $243(k) Goal: $243 Projection @ 5% 2023: $325,643
KP 401(k) $29(k) 2023 Goal:$164,588(k)
401(k)SMART Goal: Save 800(k) by August 2023
Income Property?
Social Security Mark 8/2023 $3(k)month
Medicare Mark 8/2023
Inheritance
DJ $1.5M
Get Peter out of trust
Set up account access
Mom $500(k)
Get copy of trust
Spreadsheet
Patricia
Brown Trust and Last Will & Testament
Consolidate Debt
Housing
#
RV
Vacation Home
Tahoe
Sea Ranch
New Mexico
Arizona