DASHBOARD NET WORTH SUMMARY

$7,065,000 $7,065,000 $0
NET WORTH TOTAL ASSETS TOTAL LIABILITIES
CASH UNSECURED

INVESTMENTS SECURED

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RETIREMENT
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PERSONAL
 NET WORTH SUMMARY

CASH VALUE PERSONAL VALUE

CASH ON HAND PRINCIPAL RESIDENCE

CHECKING ACCOUNTS SECOND RESIDENCE

SAVINGS ACCOUNTS 2,585,000 COLLECTIBLES

MONEY MARKET ACCOUNTS AUTOMOBILES 1,200,000 1,957,000

MONEY MARKET FUND ACCOUNTS 0 HOME FURNISHINGS 0

CERTIFICATES OF DEPOSIT FURS & JEWELRY

U.S. TREASURY BILLS OTHER ASSETS 180,000

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CASH VALUE OF LIFE INSURANCE 200,000 In the last cell above
the Subtotal value,
SUBTOTAL 2,785,000 SUBTOTAL 1,380,000 press the Tab key.

INVESTMENTS VALUE RETIREMENT VALUE

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STOCKS 2,800,000 PENSION

BONDS VIEW DASHBOARD IRA ACCOUNTS

MUTUAL FUND INVESTMENTS KEOGH ACCOUNTS

PARTNERSHIP INTERESTS 401K 100,000

OTHER INVESTMENTS SEP

ESOP

SUBTOTAL 2,800,000 SUBTOTAL 100,000

 NET WORTH SUMMARY

UNSECURED OWE SECURED OWE

CREDIT CARDS Auto Loans

CHARGE ACCOUNTS Rec. Vehicle Loans

STUDENT LOANS Appliance Loans

ALIMONY Home Mortgages

CHILD SUPPORT Home Equity Loans

TAX LIABILITY Other Loans

OTHER Tax Liability

Other

SUBTOTAL 0 SUBTOTAL 0

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