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