Taking Stock Of Your Assets
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.
