Legend Financial

Princeton, NJ 08540

05/17/07

CURRENT BALANCE SHEET

Mathew Retires at age 62

Mathew & Tammy McCarthey

Sample Plan

2007

Age:

37/36

ASSETS

--:LIQUID:--

Cash Balance

1,000

CASH DEPOSITS

Bank Account

28,000

CDs

10,000

529 Plans

         51,650

89,650

STOCKS & BONDS

U S Govt Bonds

5,000

Corporate Bonds

12,000

Municipal Bonds

13,500

IBM Stock

3,850

S&P 500 Fund

         28,550

62,900

LIFE INSURANCE

Tammmy's VUL

         36,525

36,525

Liquid Assets

190,075

--:NON LIQUID:--

RETIREMENT PLANS

Matt's IRA

26,540

Tammy's IRA

16,987

Tammy's Roth IRA

6,000

Matt's 401k

23,452

Tammy's SEP

         27,589

100,568

INVESTMENTS

BeachHouse

       665,000

665,000

PERSONAL PROPERTY

Residence

575,000

Other Pers Assets

         65,000

640,000

Nonliquid Assets

1,405,568

Total Assets

1,595,643

You may include a footnote to be automatically included at the bottom of all of your reports,.

Legend Financial

Princeton, NJ 08540

05/17/07

CURRENT BALANCE SHEET (cont.)

Mathew Retires at age 62

Mathew & Tammy McCarthey

Sample Plan

2007

Age:

37/36

LIABILITIES

MORTGAGE LOANS

Home Mortgage

       230,505

230,505

NOTES PAYABLE

Car Loan

         24,358

24,358

INVESTMENTS

BeachHouse

       224,475

224,475

Total Liabilities

479,338

Net Worth

1,116,305

You may include a footnote to be automatically included at the bottom of all of your reports,.