Investment 4
Maturity decision workspace
Current Principal
$220,000
Estimated Interest
$80,330
Projected Maturity Value
$300,330
Maturity Status
FUTURE
Monthly Expenses
$11,760
Current Liquid Funds
$638,120
3-Month Reserve Target
$35,280
Suggested Reinvestment
$300,330
SFC Retirement Recommendation
Current liquid funds already cover the selected 3-month expense reserve. The maturity proceeds can remain invested unless you have a planned purchase, tax payment, or other cash need.
This is a planning recommendation. SFC will not move money without your explicit approval.
Execute CD Maturity
Allocate the entire current CD balance to existing account(s) and/or new CD(s). When balanced and executed, the old CD is archived automatically with complete funding history.
Current CD Balance: $220,000.00
Allocated: $220,000.00
Remaining: $0.00
Status: NOT BALANCED
Allocated: $220,000.00
Remaining: $0.00
Status: NOT BALANCED