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How To Travel and Create an Estate at the Same Time
September 21, 1999

How To Travel and Create an Estate at the Same Time

Result?

Two frustrated people. He feels he cant enjoy his retirement. She feels hes a threat to their long-term security and her desire to leave money to the children.

Creating A Travel Fund

Year

Travel Cost

Present Value

Cumulative

0

$4,800

$4,800

$4,800

1

$4,944

$4,444

$9,244

2

$5,092

$4,115

$13,360

3

$5,245

$3,810

$17,170

4

$5,402

$3,528

$20,698

5

$5,565

$3,267

$23,965

6

$5,731

$3,025

$26,990

7

$5,903

$2,801

$29,791

8

$6,080

$2,593

$32,384

9

$6,263

$2,401

$34,785

10

$6,451

$2,223

$37,008

11

$6,644

$2,059

$39,067

12

$6,844

$1,906

$40,973

13

$7,049

$1,765

$42,738

14

$7,260

$1,634

$44,372

15

$7,478

$1,513

$45,885

16

$7,703

$1,401

$47,287

17

$7,934

$1,297

$48,584

18

$8,172

$1,201

$49,785

19

$8,417

$1,112

$50,897

20

$8,669

$1,030

$51,927

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This article contains the opinions of the author but not necessarily the opinions of AssetBuilder Inc. The opinion of the author is subject to change without notice. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This article is distributed for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, product, or service.

Performance data shown represents past performance. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown.

AssetBuilder Inc. is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and expenses carefully before investing.