Goal Funding
| Account Type | Total | Retirement | Education | Vacation |
|---|---|---|---|---|
| Adrian's Brokerage Account | $ 1,709,945.00 | |||
| Jennifer's Brokerage Account | $ 1,000,000.00 | |||
| 529 Plan | $ 250,000.00 | |||
| Roth IRA Account | $ 750,000.00 | |||
| 401 (k) Account | $ 750,000.00 | |||
| $ 4,459,945.00 | $ 3,017,956.00 | $ 350,000.00 | $ 1,091,989.00 |
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Recurring Goal
| Goal Name | |
| Start Date |
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| End Date |
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| Frequency | |
| Goal Owner | |
| Must Have Amount | $ |
| Good To Have Amount | $ |
| Nice To Have Amount | $ |
| Include Annual COLA of 2.3% | |
Recurring Goals
| Goal Name | |
| Start Date |
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| End Date |
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| Frequency | |
| Goal Owner | |
| Must Have Amount | $ |
| Good To Have Amount | $ |
| Nice To Have Amount | $ |
| Include Annual COLA of 2.3% | |
Account Details
| Account Type | |
| Account Name | |
| Account Owner | |
| Account Value | $ |
| Cost Basis | $ |
| Cost Basis Value as of |
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| Annual Contributions After-Tax: | $ |
| Start Age | |
| End Age | |
| Inflation Rate (%) | |
| Historical Annual ROR | |
Asset Details
| Asset Category | |
| Asset Name | |
| Account Owner | |
| Asset Value | $ |
| Cost Basis | $ |
| Acquisition Date |
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Liability Details
| Liability Type | |
| Liability Name | |
| Liability Owner | |
| Initial Amount | $ |
| Remaining Liability | $ |
| Annual Interest Rate | |
| Payment Frequency | |
| Payment Amount | $ |
| Start Date |
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| End Date |
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One - Time Goal
| Goal Name | |
| Earliest Date |
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| Target Date |
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| Latest Date |
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| Must Have Amount | $ |
| Good To Have Amount | $ |
| Nice To Have Amount | $ |
| Include Annual COLA of 2.3% | |
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| Question : | Add Options |
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Holding Details
| Security Name | Symbol | Security Type | Price | Quantity | Market Value | Cost Basis | QTD Returns | % Assets | Delete |
|---|---|---|---|---|---|---|---|---|---|
| American Century Balanced | ABINX | MF | 11.5 | 1015 | 11,665.46 | 16,770.00 | -6.53 | 1.02% |  |
| American Century Real Est | REACX | MF | 7.8 | 600 | 4,680.00 | 21,000.00 | -32.85 | 0.41% | |
| American Century Ultra In | TWUIX | MF | 14.17 | 103 | 1,454.00 | 3,061.17 | -3.93 | 0.13% | |
| AT&T, Inc. | T | ST | 25.2 | 300 | 7,560.00 | 5,874.00 | -10.25 | 0.66% | |
| ATTLEBORO Corporation | 049843XJ9 | FI | 105.22 | 5110 | 5,37,538.36 | 5,00,000.00 | 2.54 | 46.91% | |
| Chevron Corporation | CVX | ST | 67.24 | 585 | 39,335.40 | 40,049.10 | -8.25 | 3.43% | |
| Fidelity MA Municipal | FDMXX | FM | 1 | 94,748.86 | 94,748.86 | -94,748.86 | 0.03 | 8.27% | |
| Fidelity U.S. Treasury | FDLXX | FM | 1 | 500 | 500 | 500.00 | 0.03 | 0.04% | |
| General Electric Company | GE | ST | 10.11 | 5000 | 50,550.00 | 1,72,250.00 | -35.67 | 4.41% | |
| Goodrich Corporation | GR | ST | 37.89 | 1600 | 60,624.00 | 92,555.00 | 3.11 | 5.29% | |
| Nike, Inc. B | NKE | ST | 46.89 | 1600 | 75,024.00 | 1,60,755.00 | -7.48 | 6.55% | |
| Nuveen All-American | FLAAX | MF | 9.3 | 500 | 4,650.00 | 4,405.00 | 7.13 | 0.41% | |
| PowerShares Water Resources | PHO | ETF | 11.93 | 13700 | 1,63,441.00 | 2,50,710.00 | -16.87 | 14.26% | |
| Procter & Gamble Company | PG | ST | 47.09 | 2000 | 94,180.00 | 1,24,620.00 | -23.3 | 8.22% | |
| Total | 11,45,951.08 | 12,97,800.41 | -9.85% | 100.00% | |||||
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