MagazineTaking Stock Of Your Assets Sheryl Nance-NashJanuary 1, 2007December 1, 2008 0 valign=”middle”>Money market account 1,100 529 plans 34,000 Roth IRAs 10,000 Terri’s retirement plan 19,395 Leon’s 401(k) 135,000 Mutual funds 125,200 Microsoft stock 2,500 2003 Toyota* 30,000 1997 Mercedes* 5,000 Land (Gloucester, VA) 35,000 Other properties $1,176,000 Total $2,196,195 LIABILITIES Primary mortgage $270,000 Mortgage on other homes 607,000 Credit card 1,600 Total $878,600 NET WORTH $1,317,595 *ACCORDING TO KELLEY BLUE BOOK. 1 2 3