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The triplets are now three and a half years old, and Jamie Lee and Ross, both 3 8 , are finally beginning to settle down
The triplets are now three and a half years old, and Jamie Lee and Ross, both are finally beginning to settle down in to a regular routine now that their children are a little more selfsufficient. The first three years were a blur of diapers, feedings, baths, mounds of laundry, and crying babies! Jamie Lee and Ross finally had a welcomed dinner out on their own as Ross's parents were minding the triplets. They were having a conversation about their future and the future of the triplets. College expenses, which they figured to be $ and their eventual retirement seemed to be a major worry of the both of them. They both have dreamed of owning a beach house when they retire. That could be another $ thirty years from now. They wondered how could they possibly afford all of this? They agreed that it was time to talk to an investment counselor, and they need to organize all of their financial information and determine their family's short and longterm goals for investing before meeting with an advisor. Use the information below to complete their investment objectives and organize their information. Current Financial SituationThe triplets are now three and a half years old, and Jamie Lee and Ross, both are finally beginning to settle down in to a regular routine now that their children are a little more selfsufficient. The first three years were a blur of diapers, feedings, baths, mounds of laundry, and crying babies! Jamie Lee and Ross finally had a welcomed dinner out on their own as Rosss parents were minding the triplets. They were having a conversation about their future and the future of the triplets. College expenses, which they figured to be $ and their eventual retirement seemed to be a major worry of the both of them. They both have dreamed of owning a beach house when they retire. That could be another $ thirty years from now. They wondered how could they possibly afford all of this? They agreed that it was time to talk to an investment counselor, and they need to organize all of their financial information and determine their familys short and longterm goals for investing before meeting with an advisor. Use the information below to complete their investment objectives and organize their information. Current Financial Situation Assets: Income: Checking account $ Gross income Jamie Lee $ Savings account $ Net income after taxes Jamie Lee $ Emergency fund savings account $ Gross income Ross $ IRA balance $ Net income after taxes Ross $ Car Jamie Lee $ Monthly Expenses: Car Ross $ Mortgage $ Liabilities: Property taxes $ Student loan balance $ Homeowners insurance $ Credit card balance $ IRA contribution $ Car loans $ Utilities $ Food $ Baby essentials diapers clothing, etc. $ Gasmaintenance $ Credit card payment $ Car loan payment $ Entertainment $
The triplets are now three and a half years old, and Jamie Lee and Ross, both are finally beginning to settle down in to a regular
routine now that their children are a little more selfsufficient. The first three years were a blur of diapers, feedings, baths, mounds of
laundry, and crying babies!
Jamie Lee and Ross finally had a welcomed dinner out on their own as Ross's parents were minding the triplets. They were having a
conversation about their future and the future of the triplets. College expenses, which they figured to be $ and their eventual
retirement seemed to be a major worry of the both of them. They both have dreamed of owning a beach house when they retire. That
could be another $ thirty years from now. They wondered how could they possibly afford all of this?
They agreed that it was time to talk to an investment counselor, and they need to organize all of their financial information and
determine their family's short and longterm goals for investing before meeting with an advisor. Use the information below to
complete their investment objectives and organize their information.
Current Financial SituationThe triplets are now three and a half years old, and Jamie Lee and Ross, both are finally beginning to settle down in to a regular routine now that their children are a little more selfsufficient. The first three years were a blur of diapers, feedings, baths, mounds of laundry, and crying babies!
Jamie Lee and Ross finally had a welcomed dinner out on their own as Rosss parents were minding the triplets. They were having a conversation about their future and the future of the triplets. College expenses, which they figured to be $ and their eventual retirement seemed to be a major worry of the both of them. They both have dreamed of owning a beach house when they retire. That could be another $ thirty years from now. They wondered how could they possibly afford all of this?
They agreed that it was time to talk to an investment counselor, and they need to organize all of their financial information and determine their familys short and longterm goals for investing before meeting with an advisor. Use the information below to complete their investment objectives and organize their information.
Current Financial Situation
Assets: Income:
Checking account $ Gross income Jamie Lee $
Savings account $ Net income after taxes Jamie Lee $
Emergency fund savings account $ Gross income Ross $
IRA balance $ Net income after taxes Ross $
Car Jamie Lee $ Monthly Expenses:
Car Ross $ Mortgage $
Liabilities: Property taxes $
Student loan balance $ Homeowners insurance $
Credit card balance $ IRA contribution $
Car loans $ Utilities $
Food $
Baby essentials diapers clothing, etc. $
Gasmaintenance $
Credit card payment $
Car loan payment $
Entertainment $
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