Page 78 - Mumme Booklet

DRAFT

DOUG AND MARIE MUMME

GOAL COVERAGE AT MARIE'S DEATH

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

100%

90%

80%

70%
Goal Coverage 50%
60%

40%

30%

20%

10%

0%

Needs Covered Shortage

Percent
Description Total Covered Shortage Covered
Immediate Cash Needs $3,328,821 $3,328,821 $0 100%
Income Needs $8,599,683 $8,599,683 $0 100%

Totals $11,928,504 $11,928,504 $0 100%

Values are reflected in today’s dollars by discounting at a 3.00% inflation rate.

Return rates used for the growth of investments are hypothetical assumptions you believe are reasonable for
this plan and are not guarantees or projections.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
This plan is not complete without the Assumptions and Disclosures pages appearing at the end.
3170326-1-4 January 29, 2021 Page 78 of 108