The triplets are now three and a half years old, and Jamie Lee and Ross, both 38, are finally beginning to settle down into a regular routine now that their children are a little more self-sufficient. The first three years were a blur of clapers, feedings, baths, mounds 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 $100.000, and their eventual rettrement 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 $350,000 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 long-term goals for Invesung before meeting with an advisor Use the information below to complete their investment objectives and organize their information Current Anancial Situation Assets Checking account Savings account Emergency fund savings account IRA Dalance Car Jamie Lee Car Ross Liabilities: Student loan balance Crece care a ance Carloans $45.000 1.500 $80.000 $64.500 Income: $4.500 Gross Income Gamle Lee 520,000 Net Income after taxes amie Lee 521000 Gross income Ross $32.000 Net Income ter taxes Ross 58.500 Monthly Expenses: $94000 Mortgage Property taxes so Homeowners Insurance 34000 R Contouton $2000 es Food Baby essentials laces clothing, etc. Gaintenance Cred care payment Carme 34225 3400 $200 5300 $230 S- 4 3209 ROCULUS IR MINE R RRATHIRUNAN determine their family's short-and long-term goals for Investing before meeting with an advisor. Use the Information below to com their investment objectives and organize their information. Current Anandal Situation Assets: Income Checking account $4,500 Gross income (Jamie Lee) $45,000 Savings account $20,000 Net Income after taxes Warnie Lee) $3,500 Emergency fund savings account $21000 Gross Income (Ross) $80.000 IRA balance $32,000 Net Income after taxes (Ross) $64.500 Car Jamie Lee) $8.500 Monthly Expenses. Car (Ross) $14.000 Mortgage $1.225 Llabilities Property taxes $.400 Student loan balance so Homeowners Insurance $200 Credit card balance $4.000 TRA contribution $300 Carloans $2.000 titles Food Baby essentials colapers. clothing, etc. Gas maintenance Cet a payment Carloan payment Entertainment 1 How Much How Will You Obtain How Much level of Risk They Description of Goal Money Do You Time Is the Money? WillCan Assume? Need? Needed? Pay off credit card Is this Goal Reasonable? Pay off car loan Save for college tuition for the the Beve to purchase a beach house at retirement The triplets are now three and a half years old, and Jamie Lee and Ross, both 38, are finally beginning to settle down into a regular routine now that their children are a little more self-sufficient. The first three years were a blur of clapers, feedings, baths, mounds 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 $100.000, and their eventual rettrement 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 $350,000 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 long-term goals for Invesung before meeting with an advisor Use the information below to complete their investment objectives and organize their information Current Anancial Situation Assets Checking account Savings account Emergency fund savings account IRA Dalance Car Jamie Lee Car Ross Liabilities: Student loan balance Crece care a ance Carloans $45.000 1.500 $80.000 $64.500 Income: $4.500 Gross Income Gamle Lee 520,000 Net Income after taxes amie Lee 521000 Gross income Ross $32.000 Net Income ter taxes Ross 58.500 Monthly Expenses: $94000 Mortgage Property taxes so Homeowners Insurance 34000 R Contouton $2000 es Food Baby essentials laces clothing, etc. Gaintenance Cred care payment Carme 34225 3400 $200 5300 $230 S- 4 3209 ROCULUS IR MINE R RRATHIRUNAN determine their family's short-and long-term goals for Investing before meeting with an advisor. Use the Information below to com their investment objectives and organize their information. Current Anandal Situation Assets: Income Checking account $4,500 Gross income (Jamie Lee) $45,000 Savings account $20,000 Net Income after taxes Warnie Lee) $3,500 Emergency fund savings account $21000 Gross Income (Ross) $80.000 IRA balance $32,000 Net Income after taxes (Ross) $64.500 Car Jamie Lee) $8.500 Monthly Expenses. Car (Ross) $14.000 Mortgage $1.225 Llabilities Property taxes $.400 Student loan balance so Homeowners Insurance $200 Credit card balance $4.000 TRA contribution $300 Carloans $2.000 titles Food Baby essentials colapers. clothing, etc. Gas maintenance Cet a payment Carloan payment Entertainment 1 How Much How Will You Obtain How Much level of Risk They Description of Goal Money Do You Time Is the Money? WillCan Assume? Need? Needed? Pay off credit card Is this Goal Reasonable? Pay off car loan Save for college tuition for the the Beve to purchase a beach house at retirement