Making Moves

After relocating, Alicia bennett tries to figure out what to do with her rental property

volatile. Freeman recommends that she review her holdings at least twice a year and rebalance as needed. Since the IRAs are her smallest investment—$4,300—Freeman suggests she put her $2,000 contest winnings into one of those accounts.

Financial Snapshot: Alicia Bennett
Twin Falls, ID

Household Income

Gross Income $71,800

ASSETS

Market Value of Home $180,200
Thrift Savings Plan 157,000
Emergency fund 60,000
Folk art collection 18,000
1996 Nissan Pathfinder 2,580*
IRA accounts 4,300
Total 422,080

LIABILITIES

Mortagage 118,000
Credit cards 12,200
Total $130,200
NET WORTH $291,880

*ACCORDING TO KELLEY BLUE BOOK

Pages: 1 2 3
ACROSS THE WEB