Worksheet B 2 completed James Mayes .pdf

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Original filename: Worksheet B-2 completed James Mayes.pdf
Title: Worksheet B-2 completed James Mayes

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FINANCIAL PORTFOLIO
Balance Sheet
Name(s): Tim and Tammy Thomas
ASSETS
Liquid Assets
Cash on hand
$
Checking accounts
Savings accounts
Money Market
deposits and funds
Certificates of Deposit
(<1 yr. to maturity)
Emergency Fund
Total Liquid Assets
(Sub Total)
Investments
Stocks

$

Bonds

$70.00
$180.00
$650.00

$900.00

$3000.00
$500.00

Certificates of Deposit
(<1 yr. to maturity)
Mutual funds
Real estate
Retirement funds, IRA, Roth
Other
Total Investments
Real Property
Primary Residence
Second home
Other
Total Real Property
Personal Property
Auto(s):
Auto(s):
Recreational Vehicles
Household furnishings
Jewelry
Other
Other
Total Personal Property

(Sub Total)

$

(Sub Total)

$

$3500.00

$68000.00

$68000.00

Date:
12-31-13
LIABILITIES AND NET WORTH
Current Liabilities
Savings
Utilities (gas, elec., water)
$
Cable/Internet
Phone
Rent
Bank Loans
Insurance Premiums (total)
Taxes (Federal/State)
Medical/Dental bills
Repair bills
Bank credit card balances (total)
Dept. store credit card balances
Travel and entertainment
Other current liabilities
Other current liabilities
Total Current Liabilities
(Sub Total)
Long Term Liabilities
Primary residence
mortgage
Second home mortgage
Real estate investment mortgage
(e.g. land)
Auto loans
Appliance/furniture loans
Home improvement loans
Single payment loans
Education loans
Other
Other
Total Long-Term Liabilities

$

$190.00

$120.00
$400.00
$100.00
$100.00
$190.00
$100.00
$100.00
$1300.00

$52000.00

$3000.00
$250.00

$250.00

(Sub Total)

$55500.00

$10000.00

$1050.00
$900.00

(II) Total Liabilities

Net Worth [(I) - (II)]
(Sub Total)
$11950.00
(I) Total Assets $84350.00

1

$56800.00

$27550.00


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