Taking Stock Of Your Assets

The Keesee family has built a significant investment and real estate portfoli0. Now they plan to safeguard it.

valign=”middle”>Money market account 1,100 529 plans 34,000 Roth IRAs 10,000 Terri’s retirement plan 19,395 Leon’s 401(k) 135,000 Mutual funds 125,200 Microsoft stock 2,500 2003 Toyota* 30,000 1997 Mercedes* 5,000 Land (Gloucester, VA) 35,000 Other properties $1,176,000 Total $2,196,195

LIABILITIES

Primary mortgage $270,000 Mortgage on other homes 607,000 Credit card 1,600 Total $878,600 NET WORTH $1,317,595

*ACCORDING TO KELLEY BLUE BOOK.

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