Alex and Angela Sample Balance Sheet As of December 31, 20xx Assets Liquid Assets $15,000 Checking account Money market fund Life Insurance cash value 22,000 77,000 nvestment Assets AT&T Stock GM Bonds Mutual Funds 401(k) 401(k) Roth IRA S140,000 210,000 78,000 258,000 149,000 12,000 847,000 Real Estate and Personal Possessions Residence Vacation home SUV Sedan Jewelry Household Items $350,000 225,000 47,000 28,000 25,000 175,000 850,000 Total Assets 1,774,000 Liabilities Current Liabilities Chase credit ard HSBC credit card Long-term Liabilities SUV loan Sedan loan Ctradont Inan