| Cash |
$40,241 |
$2,353 |
6.21 % |
| Stocks |
$480,762 |
$17,960 |
3.88 % |
| Bonds |
$0 |
$0 |
- |
| Annuities |
$0 |
$0 |
- |
| Retirement |
$599,852 |
$28,485 |
4.99 % |
| Home |
$320,000 |
$0 |
0.00 % |
| Other Real Estate |
$0 |
$0 |
- |
| Cars |
$10,000 |
$0 |
0.00 % |
| Personal Property |
$0 |
$0 |
- |
| Other |
$17,000 |
$0 |
0.00 % |
| Total Assets |
$1,467,855 |
$48,798 |
3.44 % |
|
| Home Mortgage(s) |
$153,131 |
($977) |
-0.63 % |
| Other Mortgage(s) |
$0 |
$0 |
- |
| Student Loans |
$0 |
$0 |
- |
| Credit Card |
$21,000 |
$0 |
0.00 % |
| Car Loans |
$0 |
$0 |
- |
| Other |
$0 |
$0 |
- |
| Total Debts |
$174,131 |
($977) |
-0.56 % |
| |
| Net Worth |
$1,293,724 |
$49,775 |
4.00 % |
|
