Professional Documents
Culture Documents
ASSETS
Monetary Assets
Cash on Hand
Checking Account
Tax Refund Due
Savings
Money Market Fund
Total Monetary Assets
March 1, 2015
Dollars
Percent
21.00
2,246.20
3,500.00
1,000.00
3,980.30
$9,747.50
0.02%
1.84%
2.87%
0.82%
3.27%
8.00%
1,500.00
6,400.00
2,680.00
$10,580.00
1.23%
5.25%
2.20%
8.68%
Investment Assets
Roth IRA
Louisiana Start
Total Investment Assets
14,730.19
86,804.66
$101,534.85
12.09%
71.23%
83.32%
Total Assets
Monetary Assets
Tangible Assets
Investment Assets
Total Assets
9747.50
10580.00
101534.85
$121,862.35
8.00%
8.68%
83.32%
100.00%
Tangible Assets
Property (jewelry, clothing, furniture)
Automobile
Electronics
Total Tangible Assets
LIABILITIES
Dollars
Percent
Short-Term Liabilities
Total Short-Term Liabilities
0%
Long-Term Liabilities
Total Long-Term Liabilities
0%
0
0
0
$121,862.35
$121,862.35
0%
0%
0%
100%
100%
Total Liabilities
Short-Term Liabilities
Long-Term Liabilities
Total Liabilities
Net Worth
Total Liabilities and Net Worth