ASSETS |
|
RETURN/COST |
1ST NAT’L. BANK CHECKING |
$ 5,000 |
0% INTEREST |
1ST NAT’L. BANK SAVINGS |
10,000 |
2.5% INTEREST |
STOCK PORTFOLIO |
50,000 |
UNCERTAIN (COMMON STOCK) |
401(K) |
75,000 |
UNCERTAIN (STOCK MUTUAL FUNDS) |
CREDIT UNION IRA 3 MO. CD |
20,000 |
3% |
RESIDENCE—VALUE |
200,000 |
UNCERTAIN |
RENTAL HOUSE |
70,000 |
UNCERTAIN |
AUTO AND PERSONAL |
20,000 |
NEGATIVE |
TOTAL ASSETS |
$450,000 |
|
LIABILITIES |
|
RETURN/COST |
1ST NAT’L. BANK HOME MTG. |
120,000 |
6.5% |
2ND NAT’L. BANK RENTAL MTG. |
30,000 |
7.5% |
AUTO LOAN |
7,000 |
1% |
CREDIT CARD |
5,000 |
14% |
TOTAL LIABILITIES |
$162,000 |
|
NET WORTH |
$288,000 |
|
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