Net Worth Summary

Investment Assets $ 900,000
Other Assets + $ 910,000
Total Assets $ 1,810,000
Total Liabilities - $ 920,000
Net Worth $ 890,000
Description Total
Investment Assets
Tax-Advantaged Accounts $ 350,000
Taxable Accounts $ 550,000
Total Investment Assets $ 900,000
Other Assets
Real Estate $ 750,000
Personal Property $ 150,000
Others $ 10,000
Total Other Assets $ 910,000
Liabilities
Mortgage $ 750,000
Credit Cards $ 70,000
Educational Loan $ 40,000
Personal Loan $ 30,000
Auto Loan $ 30,000
Total Liabilities $ 920,000
Net Worth $ 890,000