Home Layout Tables Charts Q- Search in Sheet SmartArt Edit Font Alignment Number C Format Calibri (Body) 12 General M B I U A Paste Align %, Conditional Formatting Styles E10 fx A B C Risk Product Metric D Actual E F Recommendations Annu Life Insurance-His 12-16* GrossPay None need 1.5 million 30 year term Life Insurance- Hers None Disability Insurance-His Covered for LTD none Disability Insurance- Hers Health Insurance Long-Term Care Property Insurance- Homeowners Property Insurance-Auto Property Insurance-other Liability Insurance No Disability none Covered under Mr Young 1000 300K with 80/20 coinsurance 2400 100/300/50 1800 Sheet1 + 7573 JUN Report elea Mall Prer Mail Hon C 1. R New Tal + coursehero.com/u/file/51083480/Full-Youngs-C... Paused Page: 2 of 4 - | + Automatic Zoom Life - No life insurance; Mr Young expects $50K group term from new employer Health Covered under Mr Young employer plan; Cost $1K/month for family Disability - No disability; Mr Young will be covered for LTD provided by employer at 65% of gross pay Homeowner - HO3 with open perils and replacement value; $250 deductible; Dwelling covered $300K with 80/20 coinsurance clause; Premium $2400/year Auto $250 deductible; 100/300/50; Premium $1800/year Assets Bank account $28K JT Inherited portfolio $200K H Brokerage account $67K W 401K $32K JT Residence $550K JT Auto 1 $40K W Auto 2 $25K JT HH Items $150K JT Liabilities Mortgage $260514 JT Other Financial Annual contributions to 401K $17500 SS Taxes $7115 Federal WH $10384 State WH $3715 Property tax $3000 Tuition to preschool $15K Utilities $2400 Entertainment $7500 Cable $1200 Clothing $2000 Auto maint/gas $3000 Food $9600 Investments Investment portfolio $200K Brokerage account includes gifts from Mrs Young's father - invested in money market account at 00% earnings A+ Ask Expert Tutors You can ask 45 questions (will expire