Alex Age 31 Salary $ Mortgage Payment $ Money Market Account $ Mutual Fund $ House $ Furniture $ Mortgage Balance $ Roth IRA $ Credit Card Payment $ Entertainment $ Checking Account $ Car Payment $ Consulting Pay $ Car Loan Balance $ Groceries $ Fuel $ Car $ Employer Plan $ Student Loan Payment $ Other (Jewelry) $ Credit Card Balance $ Annual Savings $ Savings Account $ Past-Due Bill $ Student Loan Balance $ Insurance Payment $ Utilities $ 35,000.00 14,400.00 1,500.00 750.00 145,000.00 4,000.00 138,000.00 2,700.00 600.00 900.00 600.00 5,100.00 1,500.00 3,500.00 1,800.00 960.00 8,000.00 9,000.00 4,500.00 500.00 1,000.00 950.00 3,000.00 350.00 20,000.00 1,140,00 1,200.00 LG3-Q2 Application Time - Alex's Balance Sheet December 31 ASSETS Monetary LIABILITIES & NET WORTH Short-Term Total Short-Term Total Monetary Long-Term Investment Total Investment Total Long-Term Household TOTAL LIABILITIES TOTAL NET WORTH Total Household Retirement Total Retirement + Personal Property Total Personal Property TOTAL ASSETS