Bonnie & Bill Gallagher 9_25_2017 - Mind Map

Bonnie & Bill Gallagher 9_25_2017 Mind Map
 
 
 
 

Bonnie & Bill Gallagher 9_25_2017 - Mind Map

3 years ago by: jennie votel
 
 
  • Bonnie & Bill Gallagher 9/25/2017
    • Assets
      • 401K Kaiser-Vanguard IRA $750K
      • Morgan Stanley $600K (Mom's)
      • Sell of Monterey Home $1.8M
      • Cash in checking $5K
      • B of A $100K
      • 1st Bank $100K
      • likes to have $100K
    • Social Security
      • Bill
        • Bill $1690/month 62 y.o.
      • Bonnie
        • $1900/month 66 y.o
        • Kaiser $1560 JT life income
      • $2500/month 4% dist rate
    • Life Insurance
      • Bill
        • $75K perm/term
      • Bonnie
        • $100K perm/term
    • annuities
      • trust-amending update
      • taxes- annoying
      • biggest worries
        • downturn in market
        • investing principle
    • advisors
      • Attorney-Joe Tuoey referred by atty friend
      • CPA- Bonnie Crowe friends for 25 yrs
      • Financial Advisor-honest and stock jockey, Suze Ormon referred her broker to their FA
    • Interests & hobbies
      • Bonnie
        • loves to be with people
      • Bill
        • loves to read-fiction
      • Sports
        • College bball
        • pro golf
      • TV program
        • Netflix
        • British Dramas
    • relationships
      • 3 sons & 1 daughter
        • 8 grandkids
      • Bonnie extravert, Bill introvert
      • Pets
        • cockerspaniel-13yo blind & deaf
        • 1 outdoor cat
      • schools
        • Bill-St Agnes HS and USF
        • Bonnie-Los Modanos College & Pittburgh RN
      • Experiences
        • Best-hearing professional advice
        • worst-not being involved in process and decisions
    • Goals
      • Leave legacy
      • Grandkids education funding
      • Charity-Bay Area Crisis Nursing
      • Continue to Travel (Australia)
      • #5million
    • Values
      • maintain lifestyle
      • Financial Security
      • Flexibility
    • Contact
      • Quarterly meetings
      • Prefer phone & email contact
Report abuse
More Maps by This User