. Your client is having trouble figuring out where all her money goes each month. Here is...

  .

Transcribed Image Text:

Your client is having trouble figuring out where all her money goes each month. Here is her financial information for you to review: MONTHLY VISA BILL $355* CHECKING ACCOUNT BALANCE $825 STOCKS IN BROKERAGE ACCT $5,500 QUARTERLY AUTO INSURANCE (NOT YET DUE) $450 MASTER CARD BILL $245* ANTIQUE COIN COLLECTION $3,250 MONTHLY PAYCHECK (GROSS) $3,000 CONDOMINIUM $65,000 $ 600 $225 PAYROLL TAX WITHHELD MONTHLY GROCERIES MONTHLY MORTGAGE PAYMENT $530 AUTOMOBILE $9,000 MUTUAL FUNDS $2,100 FURNITURE $5,500 401(K) RETIREMENT ACCT $4,500 MORTGAGE BALANCE $50,000 MONTHLY CAR PAYMENT $265 AUTO LOAN BALANCE $4,225 MONTHLY UTILITY BILL $275* OTHER PERSONAL PROPERTY $8,000 SAVINGS ACCT BALANCE $2,300 OTHER MONTHLY CASH EXPENSES $150 MONTHLY CLOTHING EXPENSES $45 ANNUAL MEDICAL EXPENSES $264 Your client is having trouble figuring out where all her money goes each month. Here is her financial information for you to review: MONTHLY VISA BILL $355* CHECKING ACCOUNT BALANCE $825 STOCKS IN BROKERAGE ACCT $5,500 QUARTERLY AUTO INSURANCE (NOT YET DUE) $450 MASTER CARD BILL $245* ANTIQUE COIN COLLECTION $3,250 MONTHLY PAYCHECK (GROSS) $3,000 CONDOMINIUM $65,000 $ 600 $225 PAYROLL TAX WITHHELD MONTHLY GROCERIES MONTHLY MORTGAGE PAYMENT $530 AUTOMOBILE $9,000 MUTUAL FUNDS $2,100 FURNITURE $5,500 401(K) RETIREMENT ACCT $4,500 MORTGAGE BALANCE $50,000 MONTHLY CAR PAYMENT $265 AUTO LOAN BALANCE $4,225 MONTHLY UTILITY BILL $275* OTHER PERSONAL PROPERTY $8,000 SAVINGS ACCT BALANCE $2,300 OTHER MONTHLY CASH EXPENSES $150 MONTHLY CLOTHING EXPENSES $45 ANNUAL MEDICAL EXPENSES $264

Answer rating: 100% (QA)

Monerloay Aoseils Scving balance Alceont 2300 checking auount balanie a5 31a5 2 nvestment A6sels 5t... View the full answer