Natalie
๐ค SpeakerAppearances Over Time
Podcast Appearances
Excellent.
I started in LLC.
I'm debt-free except for my house.
I only owe about $60,000 on my house.
But all I have right now is that pension.
It's about $47,000 a year.
And I know that's not going to be enough.
And I'll tell you, I don't have anything else because of a couple of things.
First, I just found you guys a few years ago.
But I also have a special needs adult fund.
So throughout, he's in his thirties, so throughout the years when, you know, things come up and every time I think I have a little bit of money to set aside, something comes up, right?
So then I have to spend, or I do spend.
Um, so here I am and I'm getting a little worried because, you know, he continues to have needs, but I just want to make sure I'm on the right track.
So I have a 47,000 pension.
My growth income is about 130 to 150 a year.
I have expenses from my business of about $30,000, I'd say.
And I'm just trying to figure out how much do I put aside?
How much do I try to invest between now and then to feel comfortable?
I feel like my goal should be about $300,000.
So I tried to ask my tax person and my investment guy about that, and they both were just like, you don't need that.