GayatriRevanwar/gayatri-llama-2-1k · Datasets at Hugging Face

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<s>[INST] Cynthia Haas is a 66-year-old Female who works as a Engineer. They are currently Married and live at 1059 Ronald Tunnel, Millerport, MD 68788 in India. They have 4 dependents: Amber (Age: 21, Gender: Female), Isabel (Age: 26, Gender: Female), Ronald (Age: 5, Gender: Female), Anthony (Age: 11, Gender: Male). Their financial goal is Travel with a target amount of $59291 to be achieved in 36 months. Currently, they earn $87005 per month and have an expenditure of $24373. They have $22754 in savings, $11382 in fixed deposits, $20738 in stocks, $6844 in mutual funds, and $3730 in other investments. Insurance: Health Insurance with a premium of $2586 and coverage of $77706. No debt. Emergency Fund: Yes, Amount: $17203. [/INST] Plan for Cynthia Haas:
1. Income: $87005 per month
2. Emergency Fund: $17203 (adequate for 6 months of expenses).
3. Savings: $22754
4. Debts: $0 () with an interest rate of 0.0%.
5. Insurance: Health Insurance with coverage of $77706 and a monthly premium of $2586.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $20738
Future Value after 10 years: $51845.0
Annual Interest Rate: 20.0%
Investment Type: Mutual Funds
Monthly Contribution: $6844
Future Value after 10 years: $13688.0
Annual Interest Rate: 15.0%
Investment Type: Fixed Deposit
Monthly Contribution: $11382
Future Value after 10 years: $17073.0
Annual Interest Rate: 7.0%
Investment Type: Bonds
Monthly Contribution: $3730
Future Value after 10 years: $4476.0
Annual Interest Rate: 3.5%
7. Financial Goal: Travel with a target amount of $59291 to be achieved in 36 months.
8. Net Worth: $59291.0
9. Recommendations:
- Increase monthly contributions to meet the financial goal.
- Consider reallocating investments to achieve better returns based on your risk profile.
- Ensure adequate emergency fund and insurance coverage.
</s>
<s>[INST] Dale Reed is a 59-year-old Female who works as a Artist. They are currently Married and live at 449 Alexandra Hills Suite 496, Ramirezhaven, OK 67657 in USA. They have 4 dependents: Hannah (Age: 24, Gender: Female), Alexander (Age: 9, Gender: Female), Haley (Age: 22, Gender: Male), Dawn (Age: 2, Gender: Male). Their financial goal is Retirement with a target amount of $72325 to be achieved in 52 months. Currently, they earn $101854 per month and have an expenditure of $44077. They have $28870 in savings, $26626 in fixed deposits, $15231 in stocks, $25585 in mutual funds, and $4432 in other investments. No insurance. Debt: Yes, Amount: $3117, Type: Credit Card, Interest Rate: 17.336975413719532%. Loan Start Date: 2016-12-06, Loan End Date: 2032-10-01. No emergency fund. [/INST] Plan for Dale Reed:
1. Income: $101854 per month
2. Emergency Fund: $264462 (adequate for 6 months of expenses).
3. Savings: $28870
4. Debts: $3117 (Credit Card) with an interest rate of 17.336975413719532%.
5. Insurance: with coverage of $0 and a monthly premium of $0.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $15231
Future Value after 10 years: $38077.5
Annual Interest Rate: 20.0%
Investment Type: Mutual Funds
Monthly Contribution: $25585
Future Value after 10 years: $51170.0
Annual Interest Rate: 15.0%
Investment Type: Fixed Deposit
Monthly Contribution: $26626
Future Value after 10 years: $39939.0
Annual Interest Rate: 7.0%
Investment Type: Bonds
Monthly Contribution: $4432
Future Value after 10 years: $5318.4
Annual Interest Rate: 3.5%
7. Financial Goal: Retirement with a target amount of $72325 to be achieved in 52 months.
8. Net Worth: $69208.0
9. Recommendations:
- Increase monthly contributions to meet the financial goal.
- Consider reallocating investments to achieve better returns based on your risk profile.
- Ensure adequate emergency fund and insurance coverage.
</s>
<s>[INST] Katrina Ruiz is a 41-year-old Female who works as a Artist. They are currently Divorced and live at 638 Nicholas Courts Apt. 413, East Robin, HI 07232 in USA. They have 0 dependents: . Their financial goal is Save for House with a target amount of $266343 to be achieved in 82 months. Currently, they earn $101413 per month and have an expenditure of $45593. They have $45093 in savings, $1507 in fixed deposits, $37050 in stocks, $28076 in mutual funds, and $9227 in other investments. Insurance: Auto Insurance with a premium of $8215 and coverage of $102804. No debt. No emergency fund. [/INST] Plan for Katrina Ruiz:
1. Income: $101413 per month
2. Emergency Fund: $273558 (adequate for 6 months of expenses).
3. Savings: $45093
4. Debts: $0 () with an interest rate of 0.0%.
5. Insurance: Auto Insurance with coverage of $102804 and a monthly premium of $8215.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $37050
Future Value after 10 years: $92625.0
Annual Interest Rate: 20.0%
Investment Type: Mutual Funds
Monthly Contribution: $28076
Future Value after 10 years: $56152.0
Annual Interest Rate: 15.0%
Investment Type: Fixed Deposit
Monthly Contribution: $1507
Future Value after 10 years: $2260.5
Annual Interest Rate: 7.0%
Investment Type: Bonds
Monthly Contribution: $9227
Future Value after 10 years: $11072.4
Annual Interest Rate: 3.5%
7. Financial Goal: Save for House with a target amount of $266343 to be achieved in 82 months.
8. Net Worth: $266343.0
9. Recommendations:
- Increase monthly contributions to meet the financial goal.
- Consider reallocating investments to achieve better returns based on your risk profile.
- Ensure adequate emergency fund and insurance coverage.
</s>
<s>[INST] Marissa Berry is a 55-year-old Female who works as a Teacher. They are currently Single and live at 40833 Tammy Extensions, Keithport, RI 08617 in USA. They have 1 dependents: Jennifer (Age: 1, Gender: Male). Their financial goal is Travel with a target amount of $167544 to be achieved in 43 months. Currently, they earn $48797 per month and have an expenditure of $27773. They have $37473 in savings, $8992 in fixed deposits, $3806 in stocks, $10130 in mutual funds, and $9964 in other investments. Insurance: Home Insurance with a premium of $1973 and coverage of $302450. Debt: Yes, Amount: $1405, Type: Credit Card, Interest Rate: 22.93878650870629%. Loan Start Date: 2020-05-04, Loan End Date: 2025-09-25. No emergency fund. [/INST] Plan for Marissa Berry:
1. Income: $48797 per month
2. Emergency Fund: $166638 (adequate for 6 months of expenses).
3. Savings: $37473
4. Debts: $1405 (Credit Card) with an interest rate of 22.93878650870629%.
5. Insurance: Home Insurance with coverage of $302450 and a monthly premium of $1973.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $3806
Future Value after 10 years: $9515.0

<s>[INST] Cynthia Haas is a 66-year-old Female who works as a Engineer. They are currently Married and live at 1059 Ronald Tunnel, Millerport, MD 68788 in India. They have 4 dependents: Amber (Age: 21, Gender: Female), Isabel (Age: 26, Gender: Female), Ronald (Age: 5, Gender: Female), Anthony (Age: 11, Gender: Male). Their financial goal is Travel with a target amount of $59291 to be achieved in 36 months. Currently, they earn $87005 per month and have an expenditure of $24373. They have $22754 in savings, $11382 in fixed deposits, $20738 in stocks, $6844 in mutual funds, and $3730 in other investments. Insurance: Health Insurance with a premium of $2586 and coverage of $77706. No debt. Emergency Fund: Yes, Amount: $17203. [/INST] Plan for Cynthia Haas:

1. Income: $87005 per month

2. Emergency Fund: $17203 (adequate for 6 months of expenses).

3. Savings: $22754

4. Debts: $0 () with an interest rate of 0.0%.

5. Insurance: Health Insurance with coverage of $77706 and a monthly premium of $2586.

6. Investments:

Investment Type: Stocks

Monthly Contribution: $20738

Future Value after 10 years: $51845.0

Annual Interest Rate: 20.0%

Investment Type: Mutual Funds

Monthly Contribution: $6844

Future Value after 10 years: $13688.0

Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit

Monthly Contribution: $11382

Future Value after 10 years: $17073.0

Annual Interest Rate: 7.0%

Investment Type: Bonds

Monthly Contribution: $3730

Future Value after 10 years: $4476.0

Annual Interest Rate: 3.5%

7. Financial Goal: Travel with a target amount of $59291 to be achieved in 36 months.

8. Net Worth: $59291.0

9. Recommendations:

- Increase monthly contributions to meet the financial goal.

- Consider reallocating investments to achieve better returns based on your risk profile.

- Ensure adequate emergency fund and insurance coverage.

</s>

<s>[INST] Dale Reed is a 59-year-old Female who works as a Artist. They are currently Married and live at 449 Alexandra Hills Suite 496, Ramirezhaven, OK 67657 in USA. They have 4 dependents: Hannah (Age: 24, Gender: Female), Alexander (Age: 9, Gender: Female), Haley (Age: 22, Gender: Male), Dawn (Age: 2, Gender: Male). Their financial goal is Retirement with a target amount of $72325 to be achieved in 52 months. Currently, they earn $101854 per month and have an expenditure of $44077. They have $28870 in savings, $26626 in fixed deposits, $15231 in stocks, $25585 in mutual funds, and $4432 in other investments. No insurance. Debt: Yes, Amount: $3117, Type: Credit Card, Interest Rate: 17.336975413719532%. Loan Start Date: 2016-12-06, Loan End Date: 2032-10-01. No emergency fund. [/INST] Plan for Dale Reed:

1. Income: $101854 per month

2. Emergency Fund: $264462 (adequate for 6 months of expenses).

3. Savings: $28870

4. Debts: $3117 (Credit Card) with an interest rate of 17.336975413719532%.

5. Insurance: with coverage of $0 and a monthly premium of $0.

6. Investments:

Investment Type: Stocks

Monthly Contribution: $15231

Future Value after 10 years: $38077.5

Annual Interest Rate: 20.0%

Investment Type: Mutual Funds

Monthly Contribution: $25585

Future Value after 10 years: $51170.0

Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit

Monthly Contribution: $26626

Future Value after 10 years: $39939.0

Annual Interest Rate: 7.0%

Investment Type: Bonds

Monthly Contribution: $4432

Future Value after 10 years: $5318.4

Annual Interest Rate: 3.5%

7. Financial Goal: Retirement with a target amount of $72325 to be achieved in 52 months.

8. Net Worth: $69208.0

9. Recommendations:

- Increase monthly contributions to meet the financial goal.

- Consider reallocating investments to achieve better returns based on your risk profile.

- Ensure adequate emergency fund and insurance coverage.

</s>

<s>[INST] Katrina Ruiz is a 41-year-old Female who works as a Artist. They are currently Divorced and live at 638 Nicholas Courts Apt. 413, East Robin, HI 07232 in USA. They have 0 dependents: . Their financial goal is Save for House with a target amount of $266343 to be achieved in 82 months. Currently, they earn $101413 per month and have an expenditure of $45593. They have $45093 in savings, $1507 in fixed deposits, $37050 in stocks, $28076 in mutual funds, and $9227 in other investments. Insurance: Auto Insurance with a premium of $8215 and coverage of $102804. No debt. No emergency fund. [/INST] Plan for Katrina Ruiz:

1. Income: $101413 per month

2. Emergency Fund: $273558 (adequate for 6 months of expenses).

3. Savings: $45093

4. Debts: $0 () with an interest rate of 0.0%.

5. Insurance: Auto Insurance with coverage of $102804 and a monthly premium of $8215.

6. Investments:

Investment Type: Stocks

Monthly Contribution: $37050

Future Value after 10 years: $92625.0

Annual Interest Rate: 20.0%

Investment Type: Mutual Funds

Monthly Contribution: $28076

Future Value after 10 years: $56152.0

Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit

Monthly Contribution: $1507

Future Value after 10 years: $2260.5

Annual Interest Rate: 7.0%

Investment Type: Bonds

Monthly Contribution: $9227

Future Value after 10 years: $11072.4

Annual Interest Rate: 3.5%

7. Financial Goal: Save for House with a target amount of $266343 to be achieved in 82 months.

8. Net Worth: $266343.0

9. Recommendations:

- Increase monthly contributions to meet the financial goal.

- Consider reallocating investments to achieve better returns based on your risk profile.

- Ensure adequate emergency fund and insurance coverage.

</s>

<s>[INST] Marissa Berry is a 55-year-old Female who works as a Teacher. They are currently Single and live at 40833 Tammy Extensions, Keithport, RI 08617 in USA. They have 1 dependents: Jennifer (Age: 1, Gender: Male). Their financial goal is Travel with a target amount of $167544 to be achieved in 43 months. Currently, they earn $48797 per month and have an expenditure of $27773. They have $37473 in savings, $8992 in fixed deposits, $3806 in stocks, $10130 in mutual funds, and $9964 in other investments. Insurance: Home Insurance with a premium of $1973 and coverage of $302450. Debt: Yes, Amount: $1405, Type: Credit Card, Interest Rate: 22.93878650870629%. Loan Start Date: 2020-05-04, Loan End Date: 2025-09-25. No emergency fund. [/INST] Plan for Marissa Berry:

1. Income: $48797 per month

2. Emergency Fund: $166638 (adequate for 6 months of expenses).

3. Savings: $37473

4. Debts: $1405 (Credit Card) with an interest rate of 22.93878650870629%.

5. Insurance: Home Insurance with coverage of $302450 and a monthly premium of $1973.

6. Investments:

Investment Type: Stocks

Monthly Contribution: $3806

Future Value after 10 years: $9515.0