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Legend
Financial
|
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|
|
Princeton,
NJ 08540
|
|
|
|
|
|
I
N P U T D A T A S T A T E M E N T
|
|
|
|
|
|
|
Mathew
& Tammy McCarthey
|
|
|
|
|
|
|
|
|
Sample Plan
|
Current
Value
|
Growth
|
Dividends
|
|
|
|
|
|
|
Saving/NOW
Acts(26)
|
|
|
|
|
Bank
Account
|
28,000
|
%2
|
|
|
CDs
|
10,000
|
%3.25
|
|
|
|
|
|
|
|
529
Plans(27)
|
|
|
|
|
529
Plans
|
51,650
|
%5
|
|
|
|
|
|
|
|
U
S Govt Bonds(30)
|
|
|
|
|
U
S Govt Bonds
|
5,000
|
%3.55
|
|
|
|
|
|
|
|
Corporate
Bonds(31)
|
|
|
|
|
Corporate
Bonds
|
12,000
|
%5
|
|
|
|
|
|
|
|
Municipal
Bonds(32)
|
|
|
|
|
Municipal
Bonds
|
13,500
|
%3
|
|
|
|
|
|
|
|
Mutual
Funds(36)
|
|
|
|
|
IBM
Stock
|
3,850
|
%4
|
%2
|
|
S&P
500 Fund
|
28,550
|
%3.5
|
%2.5
|
|
|
|
|
|
|
BeachHouse(41)
|
|
|
|
|
BeachHouse
|
684,950
|
%3
|
|
|
|
|
|
|
|
Residence(45)
|
|
|
|
|
Residence
|
592,250
|
%3
|
|
|
|
|
|
|
|
Tammmy's
VUL(50)
|
|
|
|
|
Tammmy's
VUL
|
37,986
|
%4
|
|
|
|
|
|
|
|
Other
Pers Assets(52)
|
|
|
|
|
Other
Pers Assets
|
65,000
|
%0
|
|
|
|
|
|
|
|
Ind
Ret Plan-IRA(53)
|
|
|
|
|
Matt's
IRA
|
26,540
|
%6
|
|
|
Tammy's
IRA
|
16,987
|
%6
|
|
|
Tammy's
Roth IRA
|
6,000
|
%6
|
|
|
|
|
|
|
|
Matt's
401k(55)
|
|
|
|
|
Matt's
401k
|
23,452
|
%6
|
|
|
|
|
|
|
|
Tammy's
SEP(56)
|
|
|
|
|
Tammy's
SEP
|
27,589
|
%6
|
|
|
|
|
|
|
|
Matt's
Salary(76)
|
|
|
|
|
Matt's
Salary
|
105,678
|
%3
|
|
|
Legend
Financial
|
|
|
|
|
Princeton,
NJ 08540
|
|
|
|
|
|
I
N P U T D A T A S T A T E M E N T (cont.)
|
|
|
|
|
|
|
Mathew
& Tammy McCarthey
|
|
|
|
|
|
|
|
|
Sample Plan
|
Current
Value
|
Growth
|
Dividends
|
|
|
|
|
|
|
Tammy's
Consulting(84)
|
|
|
|
|
Tammy's
Consulting
|
61,800
|
%3
|
|
|
|
|
|
|
|
Medicine
& Drugs(127)
|
|
|
|
|
Medicine
& Drugs
|
3,708
|
%3
|
|
|
|
|
|
|
|
Real
Estate Tax(130)
|
|
|
|
|
Real
Estate Tax
|
14,238
|
%4
|
|
|
|
|
|
|
|
Charity(136)
|
|
|
|
|
Charity
|
1,236
|
%3
|
|
|
|
|
|
|
|
Tax
& Financial Fee(142)
|
|
|
|
|
Tax
& Financial Fee
|
|
%
|
|
|
|
|
|
|
|
529
Plans(157)
|
|
|
|
|
529
Plans
|
5,000
|
%0
|
|
|
|
|
|
|
|
Food(163)
|
|
|
|
|
Food
|
9,270
|
%3
|
|
|
|
|
|
|
|
Clothing(164)
|
|
|
|
|
Clothing
|
4,944
|
%3
|
|
|
|
|
|
|
|
Entertainment(165)
|
|
|
|
|
Entertainment
|
6,180
|
%3
|
|
|
|
|
|
|
|
Vacations(166)
|
|
|
|
|
Vacations
|
6,180
|
%3
|
|
|
|
|
|
|
|
Transportation(168)
|
|
|
|
|
Gas
|
3,708
|
%3
|
|
|
|
|
|
|
|
Insurance
Premium(169)
|
|
|
|
|
Matt's
Term
|
600
|
%0
|
|
|
Tammmy's
VUL
|
900
|
%0
|
|
|
|
|
|
|
|
Repair/Maintenance(171)
|
|
|
|
|
Repair/Maintenance
|
2,472
|
%3
|
|
|
|
|
|
|
|
Household
Frnshg(173)
|
|
|
|
|
Household
Exp.
|
4,944
|
%3
|
|
|
Utilities
|
7,416
|
%3
|
|
|
