Question
Design Layout References Mailings Review View Tell me Calibri (Bo 11 AA Aa A EE 125 Paste A BIU x x A Your client
Design Layout References Mailings Review View Tell me Calibri (Bo 11 AA Aa A EE 125 Paste A BIU x x A Your client is having trouble figuring out where all her money goes each month. Here is her financial information for you review MONTHLY VISA BILL 5355* CHECKING ACCOUNT BALANCE 5825 STOCKS IN BROKERAGE ACCT $5,500 QUARTERLY AUTO INSURANCE (NOT YET DUE) 5450 MASTER CARD BILL $245* ANTIQUE COIN COLLECTION 53,250 MONTHLY PAYCHECK (GROSS) $3,000 PAYROLL TAX WITHHELD $ 600 MONTHLY MORTGAGE PAYMENT $530 MUTUAL FUNDS $2,100 401(K) RETIREMENT ACCT $4,500 MONTHLY CAR PAYMENT $265 CONDOMINIUM MONTHLY GROCERIES AUTOMOBILE FURNITURE MORTGAGE BALANCE AUTO LOAN BALANCE $65,000 5225 59.000 $5,500 $50,000 54,225 MONTHLY UTILITY BILL 5275 OTHER PERSONAL PROPERTY $4,000 SAVINGS ACCT BALANCE $2,300 OTHER MONTHLY CASH EXPENSES ANNUAL MEDICAL EXPENSES $150 5264 MONTHLY CLOTHING EXPENSES 545 Bills represent the average of the prior month's charges AND ALSO current month's expenses A Abbate AaBbCcDe Abed AaBb Questions 1) What are the Monetary Assets listed above? Checking account balance $825, savings account balance $2,300, 401k retirement acct, mutual funds, stocks in brokerage account, antique coin collection 2) What are the Investment Assets listed above? Stocks in brokerage account, 401k retirement account, antique coin collection, savings account 3) What are the Retirement Assets listed above? 401k retirement account, 4) How much are the Total Assets? 5) What are the Current (short term) Debts listed above? 6) What are the total debts? 7) What is your client's net worth? 8) What is the Current Ratio? 9) What is the Debt Ratio? MR English (United States) Focus
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