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- Leonard Adams
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6 Figure 2 Assets and Liabilities Inventory CAsh Cash on hand Checking account balance Savings account balance Certificates of deposit Money market account balance Credit union account balance Money owed to you Cash value of life insurance Other VAlue InveStMentS/RetIReMent ACCOuntS Stocks/bonds Mutual fund shares Retirement plan IRA account Profit sharing plan treasury bills Annuity Investment real estate equity 529 plan Other 69
7 Figure 2 continued PeRSOnAl Home fair market value Cars Furniture Other personal property Jewelry/art/collectibles Other total ASSetS liabilities Mortgage Car loan(s) Installment loan(s) Credit card debt Student loan(s) Personal loan(s) Other total liabilities AMOunt DeteRMIne YOuR net WORtH total assets Minus total liabilities net WORtH
8 Figure 3 SPenDIng PlAn InCOMe MOntHlY AnnuAllY Salary Salary Bonus total InCOMe $ $ Federal Taxes State Taxes Social Security & Medicare Taxes total taxes net InCOMe (total income less total taxes) COntRIbutIOnS to MOntHlY AnnuAllY savings/investment ACCOuntS 401(k)/403(b) plan 71 IRA College savings Other savings/investing total SAvIngS expenses (HOuSIng) MOntHlY AnnuAllY PRIORItY (A, b, C) Mortgage/rent Real estate taxes Condo Fees Gas/water/electric Home insurance Improvements Maintenance Security Telephone
9 Figure 3 continued Telephone Cable/Internet Cleaning service Other total HOuSIng expenses expenses (FOOD) MOntHlY AnnuAllY PRIORItY (A, b, C) Dining out Groceries Liquor Other total FOOD expenses expenses (HeAltH) MOntHlY AnnuAllY PRIORItY (A, b, C) Life insurance Disability insurance Long term care insurance Medical insurance Doctor/ dentist Medicine Vision care Other total HeAltH expenses expenses (transportation) MOntHlY AnnuAllY PRIORItY (A,b,C) Lease/ auto loan payments Maintenance License/ fees
10 Figure 3 continued MOntHlY AnnuAllY PRIORItY (A, b, C) Insurance Parking Train/ bus/ taxi Other total transportation expenses expenses (education) MOntHlY AnnuAllY PRIORItY (A, b, C) Tuition Books/ materials Dues/ fees School loan repayments Other total education expenses expenses (CHIlDRen) MOntHlY AnnuAllY PRIORItY (A, b, C) Child care Lessons/ activities Camp Clothing Other total CHIlDRen expenses expenses (PeRSOnAl) MOntHlY AnnuAllY PRIORItY (A, b, C) Grooming (salon, barber, nails, etc.) Toiletries/ cosmetics Clothing Cleaning/ laundry Gifts/ holidays
11 Figure 3 continued Gifts/ holidays Charitable contributions Counseling/ therapy Pet care Financial advisor Accountant Safe-deposit box Credit card/ personal debt repayment Other total PeRSOnAl expenses expenses (entertainment) MOntHlY AnnuAllY PRIORItY (A, b, C) Club memberships Hobbies Subscriptions Recreation/ sports Theater Vacation Other total entertainment expenses total expenses net InCOMe MInuS total SAvIngS MInuS total living expenses unallocated AMOunt
12 Figure 4 Financial Wellness Quiz 1) I am confident that my investment plan is allocated in a way that is appropriate for my goals. Completely Disagree Completely Agree n/ a 2) I am satisfied with the amount of money I m currently saving/ investing. Completely Disagree Completely Agree n/ a 3) I communicate regularly and effectively with my spouse/ partner about money (if applicable). Completely Disagree Completely Agree n/ a 4) I am confident that the insurance I have (health, life, home, auto, etc.) would adequately protect me if needed. Completely Disagree Completely Agree n/ a 5) I have a will/ estate plan that is complete and up to date. Completely Disagree Completely Agree n/ a
13 Figure 5 COMPOunD InTeReST HyPOTHeTICAL GROwTH CHART $200 MOntHlY InveStMent 0% annual 2% annual 4% annual 6% annual Year 1 $2,400 $2,426 $2,452 $2,477 Year 5 $12,000 $12,625 $13,279 $13,965 Year 10 $24,000 $26,563 $29,435 $32,653 Year 15 $36,000 $41,952 $49,092 $57,662 Year 20 $48,000 $58,944 $73,007 $91,129 Year 25 $60,000 $77,703 $102,103 $135,916 $2,000 MOntHlY InveStMent 0% annual 2% annual 4% annual 6% annual Year 1 $24,000 $24,259 $24,517 $24,773 Year 5 $120,000 $126,246 $132,791 $139,648 Year 10 $240,000 $265,632 $294,352 $326,529 Year 15 $360,000 $419,525 $490,916 $576,617 Year 20 $480,000 $589,435 $730,066 $911,292 Year 25 $600,000 $777,030 $1,021,028 $1,359,162 $10,000 MOntHlY InveStMent 0% annual 2% annual 4% annual 6% annual Year 1 $120,000 $121,296 $122,584 $123,865 Year 5 $600,000 $631,230 $663,957 $698,240 Year 10 $1,200,000 $1,328,158 $1,471,762 $1,632,643 Year 15 $1,800,000 $2,097,623 $2,454,580 $2,883,085 Year 20 $2,400,000 $2,947,175 $3,650,329 $4,556,458 Year 25 $3,000,000 $3,885,149 $5,105,140 $6,795,808 Source: FInRA Savings Calculator
14 Figure 6
15 Figure 7 Key Financial Documents List the location of applicable items along with any associated online passwords: birth certificate(s) Adoption papers Marriage license/ certificate Divorce decree Citizenship papers Social security cards Military service records g.i. insurance papers employee benefit plan information Insurance policies life Health care long term care Disability Auto Homeowner s/ renter s umbrella Other insurance policy type location Mortgage/ real estate documents Auto title(s) Property title(s)/ deed(s)
16 Figure 7 continued Safe deposit box box number location of key People who have access Stock/ bond certificates bank accounts Investment accounts Retirement accounts 529 savings plans Will(s)/ trust documents Power of attorney health care Power of attorney property Cemetery plot title(s) tax records business formation documents Step Four: Make It Happen loan documents type of loan location Other documents type location Professional advisors (attorney, financial advisor, accountant, insurance agent, etc.) name Contact information
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