When we left Jack and Jill they had begun the proces of evaluating their financial situation using the Net Worth Optimizer. They had found some unsettling predictions regarding their retirement funds.

The good news is the NetWorth Optimizer provided them with two alternative solutions. One will help them get out of debt 8 years earlier that what they are currently doing, save them almost $70K of interest and increase their net worth to almost $2.2M! Their net worth will be almost $750K greater than before, and will be the difference between them being able to retire and having to deplete their home equity to make ends meet during retirement.

After taking some tips from the NetWorth Optimizer and spending some time on their budget Jack & Jill freed up $250 to work with each month. With their new found money and the strategy laid out by the NetWorth Optimizer, they will have a net worth of almost $2.7M! Not only will they retire debt free, they will have saved more than enough to retire in dignity. Here’s an outline of the results of the NetWorth Optimizer on Jack & Jill’s financial future using their existing budget …