Assets & Liabilities
Assets
Total Assets Value: $1,810,000
| Investment Assets | |||||
|---|---|---|---|---|---|
| Name | Type | Owner | Holdings | Value | Delete |
| John's Brokerage | Brokerage | John Doe |  View |
$ 350,000 |  |
| Jane's Brokerage | Brokerage | Jane Doe | View |
$ 200,000 | |
| 529 Plan | 529 Plan | John Doe | View |
$ 50,000 | |
| Roth IRA | Roth IRA | John Doe | View |
$ 150,000 | |
| 401 (k) | 401 (k) | John Doe | View |
$ 150,000 | |
| Total Investment Assets | $ 900,000 | ||||
| Other Assets | |||||
|---|---|---|---|---|---|
| Name | Type | Owner | Value | Delete | |
| Residence | Real Estate | John Doe | $ 750,000 | |
|
| Personal Property | Personal Property | John Doe | $ 150,000 | |
|
| Other | Other | John Doe | $ 10,000 | |
|
| Total Other Assets | $ 910,000 | ||||
Liabilities
Total Liabilities Value: $ 920,000
| Name | Type | Owner | Value | Delete |
|---|---|---|---|---|
| Mortgage | Mortgage | John Doe | $ 650,000 | |
| Home Equity | Mortgage | John Doe | $ 100,000 | |
| Credit Card | Credit Card | John Doe | $ 70,000 | |
| Educational | Educational Loan | John Doe | $ 40,000 | |
| Personal | Personal Loan | John Doe | $ 30,000 | |
| Auto | Auto Loan | John Doe | $ 30,000 | |
| Total Liabilities | $ 920,000 | |||
