Net Worth Survey 2014 (Responses)

1

TimestampAgeNET WORTH
(w/ SS,
pension)ASSETS
(w/ SS,
pension)DEBTNET WORTH
(no SS, no
pension)% of portfolio in stocks vs. fixed[ASSETS 1] Portfolio Value (please do not use commas)[ASSETS 2] Monthly Household/Family Social Security Benefits[ASSETS 3] Assured Monthly Income (Not Annual, monthly!)[ASSETS 4] Value of all Residences[ASSETS 5] Other assets[DEBT 1] Mortgage[DEBT 2] Home-equity loan[DEBT 3] Student loans[DEBT 4] Credit cards[DEBT 5] OtherHousehold AdultsRetired (optional)Financially Independent (optional)Net Household Income (optional)Highest Degree (optional)Inheritance/Windfall/Company Ownership Sale (optional)Additional Comments (optional)2012-2013 Survey TimestampAre you a Boglehead Forum user? (optional)Do you follow the Boglehead style of investing? (optional)Expected years of receiving SS (assumed to be taken at 66)Number remaining out of 100,000 birthsProbability of reaching 66Social Security valueAssured Monthly ValuePV of SS Value for SS Benefit Yrs using this Discount Rate >>
PV of AG column3.00%

2

First Row16.8100,000$0$0$00

3

1/4/2014 13:33:2643$4,205,415$4,205,415$0$3,700,00050%$2,550,000$1,000$4,000$1,000,000$150,000$0$0$0$0$02 adultsNot RetiredNot yet financially independent450,000Doctoral or professional degree0YesYes16.895,0740.824$166,041$664,163$101,083404,332

4

1/4/2014 13:34:5844$3,973,295$4,323,295$350,000$3,730,00070%$3,300,000$2,400$0$780,000$0$350,000$0$0$0$02 adultsNot RetiredNot yet financially independentMaster's degree16.894,8020.826$399,641$0$243,2950

5

1/4/2014 13:36:2250$2,370,811$2,372,041$1,230$1,727,27060%$1,480,000$2,400$3,800$138,500$110,000$0$0$0$1,230$02 adultsNot RetiredNot yet financially independent164,000Master's degree0YesYes16.892,5880.846$409,198$647,896$249,113394,429

6

1/4/2014 13:41:5538$660,523$751,523$91,000$437,24080%$356,240$2,234$0$142,000$30,000$91,000$0$0$0$01 adultNot RetiredNot yet financially independentBachelor's degreeYesYes16.896,1540.815$366,769$0$223,2830

7

1/4/2014 13:44:5136$546,879$546,879$0$517,00080%$510,000$300$0$0$7,000$0$0$0$0$01 adultNot RetiredNot yet financially independent100,000Bachelor's degree0YesYes16.896,4930.812$49,080$0$29,8790

8

1/4/2014 13:47:2632$604,554$699,554$95,000$367,00050%$325,000$2,400$0$125,000$12,000$95,000$0$0$0$01 adultNot RetiredNot yet financially independent97,000Bachelor's degreeYesNo16.897,0930.807$390,211$0$237,5540

9

1/4/2014 13:47:3259$9,133,217$9,133,217$0$9,000,00030%$7,000,000$400$800$1,000,000$1,000,000$0$0$0$0$01 adultRetiredFinancially independent300,000Master's degree2,000,000Windfall = real estate sale?YesYes16.886,5690.905$72,941$145,883$44,40688,811

10

1/4/2014 13:50:2146$1,923,355$1,923,355$0$1,660,00060%$1,600,000$2,581$0$0$60,000$0$0$0$0$01 adultNot RetiredDoctoral or professional degree1/14/2012 8:35:23YesYes16.894,1860.832$432,592$0$263,3550

11

1/4/2014 13:53:5875$15,314,657$15,604,157$289,500$3,660,50040%$3,050,000$3,200$120,000$800,000$100,000$288,000$0$0$1,500$02 adultsRetiredFinancially independent180,000Doctoral or professional degree500,000Yes10.962,7611.000$417,408$15,652,800$302,70511,351,452

12

1/4/2014 13:57:0874$2,313,056$2,313,056$0$1,825,00030%$1,350,000$3,065$1,912$400,000$75,000$0$0$0$0$02 adultsRetiredFinancially independent140,000Bachelor's degree0YesYes11.565,0261.000$421,867$263,168$300,561187,495

13

1/4/2014 13:57:3765$2,329,172$2,329,172$0$2,030,00040%$1,650,000$2,500$0$350,000$30,000$0$0$0$0$02 adultsRetiredFinancially independent40,000Master's degree0Married. CPA in former life.1/13/2012 11:13:53 PMYesYes16.880,3080.976$491,425$0$299,1720

14

1/4/2014 14:04:0746$4,077,581$4,077,581$0$2,580,00060%$1,500,000$4,677$10,000$1,000,000$80,000$0$0$0$0$02 adultsNot RetiredNot yet financially independent220,000Master's degree70,000One semi retired, one working.YesYes16.894,1860.832$783,894$1,676,062$477,2221,020,359

15

1/4/2014 14:07:5955$1,250,039$1,463,674$213,635$880,36570%$612,000$3,450$0$432,000$50,000$172,581$20,500$0$0$20,5542 adultsNot RetiredNot yet financially independent130,661Doctoral or professional degree120,000YesYes16.889,6890.874$607,234$0$369,6740

16

1/4/2014 14:08:0460$1,419,365$1,519,365$100,000$1,170,000100%$1,050,000$2,223$0$190,000$30,000$100,000$0$0$0$01 adultNot RetiredFinancially independent73,000High school diploma or equivalent0I have two eyes, two ears, and one mouth, using them all in proportion.YesYes16.885,6730.915$409,611$0$249,3650

17

1/4/2014 14:09:1848$1,430,952$1,710,952$280,000$1,095,00070%$640,000$3,267$0$435,000$300,000$280,000$0$0$0$02 adultsNot RetiredNot yet financially independent103,000High school diploma or equivalentYesYes16.893,4570.838$551,841$0$335,9520

18

1/4/2014 14:13:4646$7,449,904$7,742,904$293,000$2,042,00060%$1,500,000$5,000$48,000$825,000$10,000$290,000$0$0$3,000$02 adultsNot RetiredNot yet financially independent260,000Doctoral or professional degree50,000YesYes16.894,1860.832$838,031$8,045,099$510,1804,897,725

19

1/4/2014 14:22:4830$572,977$572,977$0$325,00080%$305,000$2,200$313$0$20,000$0$0$0$0$01 adultNot RetiredNot yet financially independent80,000Master's degree1/13/2012 23:04:03YesYes16.897,3720.805$356,669$50,663$217,13430,843

20

1/4/2014 14:23:3346$2,655,000$2,930,000$275,000$2,655,00090%$2,300,000$0$0$600,000$30,000$270,000$0$0$5,000$02 adultsNot RetiredNot yet financially independent250,000Doctoral or professional degreeYesYes16.894,1860.832$0$0$00

21

1/4/2014 14:30:3046$2,276,108$2,276,108$0$1,970,00080%$1,600,000$3,000$0$270,000$100,000$0$0$0$0$02 adultsNot RetiredNot yet financially independent200,000Master's degree0YesYes16.894,1860.832$502,819$0$306,1080

22

1/4/2014 14:42:3060$2,060,171$2,060,171$0$1,550,00050%$1,200,000$4,548$0$300,000$50,000$0$0$0$0$02 adultsNot RetiredYes16.885,6730.915$838,017$0$510,1710

23

1/4/2014 14:45:2844$1,615,228$1,615,228$0$860,000100%$600,000$2,750$4,700$190,000$70,000$0$0$0$0$02 adultsNot RetiredNot yet financially independent95,000Doctoral or professional degree0YesYes16.894,8020.826$457,922$782,631$278,776476,453

24

1/4/2014 14:54:3754$2,020,097$2,020,097$0$1,350,00060%$700,000$0$6,300$600,000$50,000$0$0$0$0$02 adultsNot RetiredNot yet financially independent128,000Doctoral or professional degreeNoYes16.890,3530.867$0$1,100,714$0670,097

25

1/4/2014 14:54:3948$1,566,991$1,786,991$220,000$950,000100%$700,000$6,000$0$450,000$20,000$215,000$0$0$5,000$02 adultsNot RetiredNot yet financially independent170,000NoYes16.893,4570.838$1,013,482$0$616,9910

26

1/4/2014 14:59:2656$5,393,049$5,393,049$0$4,475,00060%$2,650,000$5,000$3,500$1,750,000$75,000$0$0$0$0$02 adultsNot RetiredFinancially independent320,000Master's degree0MarriedYesYes16.888,9800.881$887,062$620,944$540,029378,020

27

1/4/2014 14:59:2658$3,091,860$3,091,860$0$2,020,00060%$1,670,000$3,750$6,000$330,000$20,000$0$0$0$0$02 adultsNot RetiredFinancially independent210,000Master's degree0YesYes16.887,4190.896$677,177$1,083,483$412,254659,606

28

1/4/2014 14:59:5630$830,000$1,030,000$200,000$830,00090%$600,000$0$0$400,000$30,000$0$0$200,000$0$02 adultsNot RetiredFinancially independentDoctoral or professional degreeYesYes16.897,3720.805$0$0$00

29

1/4/2014 14:59:5648$1,904,000$2,015,000$111,000$1,904,00060%$1,754,000$0$0$261,000$0$111,000$0$0$0$02 adultsNot RetiredNot yet financially independent276,000Doctoral or professional degree0YesYes16.893,4570.838$0$0$00

30

1/4/2014 15:02:0436$1,202,110$1,202,110$0$785,00070%$750,000$4,188$0$0$35,000$0$0$0$0$02 adultsNot RetiredNot yet financially independent145,000Bachelor's degree0YesYes16.896,4930.812$685,153$0$417,1100

31

1/4/2014 15:09:2247$5,221,039$5,606,039$385,000$4,965,00080%$4,500,000$2,500$0$450,000$400,000$380,000$0$0$5,000$02 adultsNot RetiredFinancially independent325,000Doctoral or professional degree2,000,000YesYes16.893,8370.835$420,574$0$256,0390

32

1/4/2014 15:10:1061$13,148,001$13,288,001$140,000$11,560,00060%$11,000,000$7,000$7,000$600,000$100,000$140,000$0$0$0$02 adultsNot RetiredFinancially independentMaster's degree0YesYes16.884,7260.925$1,304,241$1,304,241$794,001794,001

33

1/4/2014 15:10:3244$1,027,217$1,177,217$150,000$642,00070%$492,000$3,800$0$250,000$50,000$150,000$0$0$0$01 adultNot RetiredNot yet financially independent150,000Bachelor's degreeYesYes16.894,8020.826$632,765$0$385,2170

34

1/4/2014 15:19:4034$717,835$717,835$0$420,00080%$300,000$3,000$0$0$120,000$0$0$0$0$02 adults16.896,8020.809$489,230$0$297,8350

35

1/4/2014 15:25:0344$2,007,432$2,675,432$668,000$1,754,00070%$1,030,000$2,500$0$1,292,000$100,000$668,000$0$0$0$02 adultsNot RetiredNot yet financially independent200,000Doctoral or professional degree0YesYes16.894,8020.826$416,293$0$253,4320

36

1/4/2014 15:30:2860$2,390,224$2,390,224$0$1,605,00040%$1,400,000$0$7,000$200,000$5,000$0$0$0$0$01 adultRetiredNot yet financially independentBachelor's degree01/4/2014YesYes16.885,6730.915$0$1,289,824$0785,224

37

1/4/2014 15:33:5065$2,398,344$2,398,344$0$1,800,00030%$1,550,000$5,000$0$175,000$75,000$0$0$0$0$02 adultsNot RetiredNot yet financially independent100,000Master's degree0YesYes16.880,3080.976$982,851$0$598,3440

38

1/4/2014 15:35:3636$2,145,996$2,470,996$325,000$2,145,00080%$1,370,000$10$0$1,000,000$100,000$325,000$0$0$0$02 adultsNot RetiredNot yet financially independentDoctoral or professional degree0YesYes16.896,4930.812$1,636$0$9960

39

1/4/2014 15:41:3856$1,554,010$1,939,010$385,000$1,365,00020%$400,000$0$1,750$500,000$850,000$385,000$0$0$0$02 adultsNot RetiredNot yet financially independent170,000Doctoral or professional degree0NoNo16.888,9800.881$0$310,472$0189,010

40

1/4/2014 15:43:3445$2,595,068$2,855,068$260,000$2,290,000100%$2,100,000$0$3,000$200,000$250,000$135,000$125,000$0$0$02 adultsNot RetiredNot yet financially independent130,000Bachelor's degreeUnknown social security benefits, likely 1-4K per month at full retirementYesNo16.894,5070.829$0$501,111$0305,068

41

1/4/2014 15:56:1826$188,000$188,000$0$188,00050%$188,000$0$0$0$0$0$0$0$0$01 adultNot RetiredNot yet financially independent110,000Master's degree0Single engineerYesYes16.897,9090.800$0$0$00

42

1/4/2014 15:57:4842$2,964,084$3,104,084$140,000$2,460,00070%$1,650,000$5,000$0$700,000$250,000$140,000$0$0$0$02 adultsNot RetiredNot yet financially independent225,000Master's degree0YesYes16.895,3250.822$828,018$0$504,0840

43

1/4/2014 16:01:2248$1,690,234$1,808,234$118,000$703,04870%$565,048$4,800$4,800$230,000$26,000$118,000$0$0$0$02 adultsNot RetiredNot yet financially independent144,000Doctoral or professional degreeYesYes16.893,4570.838$810,785$810,785$493,593493,593

44

1/4/2014 16:13:0937$2,344,534$2,494,534$150,000$2,145,00090%$2,000,000$2,000$0$250,000$45,000$0$150,000$0$0$01 adultNot RetiredFinancially independent135,000Bachelor's degree450,000YesNo16.896,3280.813$327,758$0$199,5340

45

1/4/2014 16:16:5957$3,595,633$3,595,633$0$2,705,00050%$2,425,000$3,200$4,976$240,000$40,000$0$0$0$0$02 adultsRetiredFinancially independent80,000High school diploma or equivalent0YesYes16.888,2230.888$572,591$890,379$348,584542,048

46

1/4/2014 16:40:4376$3,916,394$3,916,394$0$3,190,30060%$2,960,200$2,997$4,979$230,000$100$0$0$0$0$02 adultsRetiredFinancially independent154,000Bachelor's degree0YesYes10.360,3631.000$369,710$614,209$272,831453,263

47

1/4/2014 16:50:2963$3,095,546$3,095,546$0$2,770,00050%$2,350,000$2,000$800$320,000$100,000$0$0$0$0$02 adultsRetiredFinancially independent30,000Bachelor's degree0YesYes16.882,6580.948$381,963$152,785$232,53393,013

48

1/4/2014 16:53:4036$2,197,982$2,547,982$350,000$1,700,00080%$1,200,000$5,000$0$500,000$350,000$350,000$0$0$0$02 adultsNot RetiredNot yet financially independent320,000Master's degreeYesYes16.896,4930.812$817,995$0$497,9820

49

1/4/2014 16:55:5244$693,220$773,220$80,000$308,00380%$380,000$3,000$800$3$8,000$20,000$0$45,000$0$15,0002 adultsNot RetiredNot yet financially independent160,000Master's degree28,000YesYes16.894,8020.826$499,551$133,214$304,11981,098

50

1/4/2014 17:01:4428$360,012$570,000$209,988$360,01280%$300,000$0$0$270,000$0$209,988$0$0$0$01 adultNot RetiredNot yet financially independent95,000Master's degree0YesYes16.897,6420.802$0$0$00

51

1/4/2014 17:03:4758$4,078,482$4,078,482$0$3,210,00050%$2,880,000$4,200$3,700$280,000$50,000$0$0$0$0$02 adultsRetiredFinancially independent72,500Master's degree0I've assumed Federal AGI is an annual number, unlike the other monthly inputs.YesYes16.887,4190.896$758,438$668,148$461,725406,757

52

1/4/2014 17:04:3252$1,989,904$1,989,904$0$1,675,00080%$1,315,000$2,500$500$310,000$50,000$0$0$0$0$02 adultsNot RetiredNot yet financially independent175,000Bachelor's degree0YesNo16.891,5550.856$431,057$86,211$262,42052,484

53

1/4/2014 17:05:1244$1,757,085$1,933,085$176,000$1,485,00070%$1,096,000$2,684$0$515,000$50,000$176,000$0$0$0$02 adultsNot RetiredNot yet financially independent200,000Master's degree300,000YesYes16.894,8020.826$446,932$0$272,0850

54

1/4/2014 17:07:3250$1,904,594$1,907,594$3,000$1,697,00060%$1,300,000$2,000$0$400,000$0$0$0$0$3,000$02 adultsNot RetiredNot yet financially independent350,000Bachelor's degree0YesYes16.892,5880.846$340,998$0$207,5940

55

1/4/2014 17:09:5241$3,311,573$3,601,573$290,000$3,211,00070%$2,250,000$1,000$0$1,250,000$1,000$290,000$0$0$0$02 adultsNot RetiredNot yet financially independentDoctoral or professional degree0YesYes16.895,5560.820$165,203$0$100,5730

56

1/4/2014 17:11:4775$1,370,550$1,370,550$0$330,00050%$275,000$5,000$6,000$35,000$20,000$0$0$0$0$02 adultsRetiredFinancially independent75,000Bachelor's degree1,100,000YesYes10.962,7611.000$652,200$782,640$472,977567,573

57

1/4/2014 17:12:4545$2,633,447$3,608,447$975,000$2,125,00070%$1,500,000$5,000$0$1,350,000$250,000$975,000$0$0$0$02 adultsNot RetiredNot yet financially independent300,000Doctoral or professional degree0YesYes16.894,5070.829$835,185$0$508,4470

58

1/4/2014 17:22:0738$1,301,895$1,301,895$0$1,102,00050%$1,100,000$2,000$0$0$2,000$0$0$0$0$02 adultsNot RetiredNot yet financially independentMaster's degree0YesYes16.896,1540.815$328,352$0$199,8950

59

1/4/2014 17:29:5560$7,480,437$7,480,437$0$7,200,00030%$6,250,000$2,500$0$700,000$250,000$0$0$0$0$02 adultsNot RetiredFinancially independent500,000Doctoral or professional degree0YesYes16.885,6730.915$460,652$0$280,4370

60

1/4/2014 17:34:5954$6,652,612$6,817,612$165,000$5,765,00070%$5,600,000$3,725$4,620$300,000$30,000$165,000$0$0$0$02 adultsNot RetiredFinancially independentMaster's degreeYesYes16.890,3530.867$650,819$807,190$396,208491,404

61

1/4/2014 17:41:4052$7,332,105$8,392,271$1,060,166$5,424,83470%$602,000$2,337$15,833$2,446,000$3,437,000$1,053,000$0$0$7,166$01 adultNot RetiredNot yet financially independentDoctoral or professional degreehttps://docs.google.com/spreadsheet/ccc?key=0AsGY490lMuNRdG51blV5akxiX3lkREk1U19PRXZDYVE&usp=drive_web#gid=0YesYes16.891,5550.856$402,952$2,729,968$245,3101,661,960

62

1/4/2014 17:46:5347$6,020,039$6,906,039$886,000$5,764,00070%$5,000,000$2,500$0$1,650,000$0$881,000$0$0$5,000$02 adultsRetiredFinancially independentMaster's degreeYesYes16.893,8370.835$420,574$0$256,0390

63

1/4/2014 17:48:2255$5,121,523$5,201,523$80,000$3,175,00050%$2,700,000$0$18,166$200,000$355,000$80,000$0$0$0$02 adultsNot RetiredFinancially independent255,000Doctoral or professional degreeMarried, DINK, Software Engineer and Scientist, plan to retire in next few years. YesYes16.889,6890.874$0$3,197,397$01,946,523

64

1/4/2014 17:52:2830$1,960,506$2,169,506$209,000$332,00090%$167,000$5,000$11,500$354,000$20,000$209,000$0$0$0$02 adultsNot RetiredNot yet financially independent138,000Doctoral or professional degreeNoYes16.897,3720.805$810,611$1,864,405$493,4871,135,019

65

1/4/2014 17:59:0024$177,500$545,000$367,500$177,50090%$95,000$0$0$450,000$0$367,500$0$0$0$01 adultNot RetiredFinancially independent145,000Bachelor's degreeYesYes16.898,1790.798$0$0$00

66

1/4/2014 18:06:1459$2,714,548$3,388,548$674,000$2,326,000100%$2,000,000$3,500$0$950,000$50,000$670,000$0$0$4,000$02 adultsNot RetiredNot yet financially independentBachelor's degreeYesYes16.886,5690.905$638,237$0$388,5480

67

1/4/2014 18:06:2327$451,000$555,000$104,000$451,00080%$320,000$0$0$175,000$60,000$96,000$0$8,000$0$02 adultsNot RetiredNot yet financially independent75,000Bachelor's degree300,000YesYes16.897,7750.801$0$0$00

68

1/4/2014 18:07:1641$355,000$355,000$0$355,00090%$325,000$0$0$30,000$0$0$0$0$0$01 adultRetiredFinancially independent0Bachelor's degree0YesYes16.895,5560.820$0$0$00

69

1/4/2014 18:07:3436$890,000$1,165,000$275,000$890,00080%$650,000$0$0$475,000$40,000$275,000$0$0$0$02 adultsNot RetiredNot yet financially independent150,000Doctoral or professional degree0YesYes16.896,4930.812$0$0$00

70

1/4/2014 18:10:0942$4,204,909$5,054,909$850,000$3,600,00960%$2,900,000$6,000$0$1,300,000$250,009$850,000$0$0$0$02 adultsNot RetiredNot yet financially independentDoctoral or professional degree0YesYes16.895,3250.822$993,621$0$604,9000

71

1/4/2014 18:12:1070$1,766,811$1,766,811$0$1,600,00020%$1,000,000$1,500$0$500,000$100,000$0$0$0$0$01 adultRetiredFinancially independentMaster's degree0YesYes14.072,8751.000$252,540$0$166,8110

72

1/4/2014 18:12:3767$5,219,868$5,219,868$0$4,800,00050%$4,000,000$3,500$0$700,000$100,000$0$0$0$0$02 adultsRetiredFinancially independent140,000Doctoral or professional degree0YesYes16.177,6171.000$675,360$0$419,8680

73

1/4/2014 18:12:4043$451,841$451,841$0$280,00070%$280,000$1,700$0$0$0$0$0$0$0$01 adultNot RetiredNot yet financially independent40,000High school diploma or equivalent0YesYes16.895,0740.824$282,269$0$171,8410

74

1/4/2014 18:13:4539$8,265,841$8,535,841$270,000$7,665,00060%$7,000,000$3,000$3,000$860,000$75,000$270,000$0$0$0$02 adultsNot RetiredNot yet financially independent180,000Doctoral or professional degreeYesYes16.895,9690.816$493,477$493,477$300,421300,421

75

1/4/2014 18:18:0732$1,085,000$1,690,000$605,000$1,085,00090%$750,000$0$0$600,000$340,000$605,000$0$0$0$02 adultsNot RetiredNot yet financially independent450,000Bachelor's degreeYesYes16.897,0930.807$0$0$00

76

1/4/2014 18:18:5745$4,330,068$4,330,068$0$4,025,00070%$3,300,000$3,000$0$700,000$25,000$0$0$0$0$02 adultsNot RetiredFinancially independent600,000Doctoral or professional degree0YesYes16.894,5070.829$501,111$0$305,0680

77

1/4/2014 18:19:4655$2,755,080$2,755,080$0$2,240,00060%$2,230,000$1,807$3,000$0$10,000$0$0$0$0$01 adultNot RetiredNot yet financially independentBachelor's degree0YesYes16.889,6890.874$318,050$528,030$193,624321,456

78

1/4/2014 18:20:0647$5,685,942$5,775,942$90,000$5,010,00070%$2,500,000$6,000$600$1,600,000$1,000,000$90,000$0$0$0$02 adultsNot RetiredNot yet financially independent450,000Bachelor's degreeYesYes16.893,8370.835$1,009,378$100,938$614,49361,449

79

1/4/2014 18:26:1463$2,896,212$2,896,212$0$2,280,00070%$2,000,000$1,300$4,000$150,000$130,000$0$0$0$0$02 adultsRetiredFinancially independentBachelor's degreeYesYes16.882,6580.948$248,276$763,927$151,146465,066

80

1/4/2014 18:27:5478$960,849$960,849$0$523,00030%$93,000$910$4,312$400,000$30,000$0$0$0$0$02 adultsRetiredFinancially independent77,137Bachelor's degreeYesYes9.255,1491.000$100,027$473,975$76,301361,548

81

1/4/2014 18:31:3741$641,089$931,089$290,000$450,00080%$335,000$1,900$0$400,000$5,000$290,000$0$0$0$02 adultsNot RetiredNot yet financially independent300,000Bachelor's degree0YesYes16.895,5560.820$313,886$0$191,0890

82

1/4/2014 18:33:1557$1,381,985$1,382,185$200$1,196,80040%$1,015,000$1,700$0$172,000$10,000$0$0$0$200$01 adultNot RetiredNot yet financially independent60,000Doctoral or professional degree0149 Alexander Estates Dr, Auburndale, FL 33823 (MLS # P4628631)YesYes16.888,2230.888$304,189$0$185,1850

83

1/4/2014 18:33:2926$154,000$154,000$0$154,00060%$134,000$0$0$0$20,000$0$0$0$0$01 adultNot RetiredNot yet financially independent180,000Doctoral or professional degreeYesYes16.897,9090.800$0$0$00

84

1/4/2014 18:35:5646$3,174,749$3,174,749$0$2,185,00090%$1,735,000$3,400$6,300$400,000$50,000$0$0$0$0$02 adultsRetiredFinancially independentBachelor's degree09 10/19/2013 13:12:10 46 $4,208,240 $4,208,240 $0 $2,100,000 $1,700,000 9 10% $400,000 $0 $2,300 $233,240 $1,875,000 $0 $0 $0 $0 $0 16.48 93875 0.83 $379,630 $233,240 YesYes16.894,1860.832$569,861$1,055,919$346,922642,826

85

1/4/2014 18:36:1955$2,758,255$2,758,255$0$2,284,00060%$1,940,000$4,300$126$320,000$24,000$0$0$0$0$02 adultsNot RetiredNot yet financially independent178,900Master's degree364,000YesYes16.889,6890.874$756,843$22,177$460,75413,501

86

1/4/2014 18:38:4965$5,830,682$5,830,682$0$5,393,05340%$4,658,053$2,520$1,137$700,000$35,000$0$0$0$0$02 adultsRetiredFinancially independentBachelor's degree72,000YesYes16.880,3080.976$495,357$223,500$301,565136,063

87

1/4/2014 18:40:0140$1,100,000$1,650,000$550,000$1,100,00070%$1,100,000$0$0$550,000$0$390,000$0$160,000$0$02 adultsNot RetiredNot yet financially independentMaster's degree0YesYes16.895,7700.818$0$0$00

88

1/4/2014 18:42:5369$3,814,797$3,824,797$10,000$3,375,00050%$3,200,000$3,850$0$165,000$20,000$0$10,000$0$0$02 adultsNot RetiredFinancially independent190,000Doctoral or professional degree1,000,000YesYes14.774,5521.000$679,140$0$439,7970

89

1/4/2014 18:43:4253$3,386,050$3,415,050$29,000$1,886,00060%$1,400,000$3,200$11,000$500,000$15,000$0$29,000$0$0$01 adultNot RetiredNot yet financially independentDoctoral or professional degreeYesYes16.890,9750.861$555,270$1,908,741$338,0391,162,011

90

1/4/2014 18:44:2053$1,624,603$2,324,603$700,000$860,00060%$10,000$3,638$3,600$1,350,000$200,000$700,000$0$0$0$02 adultsRetiredFinancially independentDoctoral or professional degreeYesYes16.890,9750.861$631,273$624,679$384,309380,294

91

1/4/2014 18:45:5768$4,266,142$4,266,142$0$3,770,00040%$2,525,000$4,234$0$1,200,000$45,000$0$0$0$0$02 adultsNot RetiredFinancially independent182,000Bachelor's degreeSS listed above is both husband and wife at FRA. Husband is not currently drawing but filed and suspended will not draw until 70. Wife currently taking spousal benefit. YesYes15.476,1321.000$781,935$0$496,1420

92

1/4/2014 18:47:1435$2,418,672$2,418,672$0$430,00060%$410,000$0$20,000$0$20,000$0$0$0$0$01 adultNot RetiredDoctoral or professional degreeYesYes16.896,6510.811$0$3,266,631$01,988,672

93

1/4/2014 18:49:0069$1,567,268$1,567,268$0$1,075,38110%$1,070,381$1,524$2,782$0$5,000$0$0$0$0$01 adultRetiredFinancially independent42,405Master's degreeYesYes14.774,5521.000$268,834$490,745$174,091317,796

94

1/4/2014 18:50:4155$2,645,584$2,645,584$0$2,081,00050%$1,720,000$2,612$2,657$331,000$30,000$0$0$0$0$01 adultRetiredFinancially independent80,000Master's degree0YesYes16.889,6890.874$459,738$467,659$279,881284,703

95

1/4/2014 18:51:5134$946,114$946,114$0$549,00070%$519,000$4,000$0$0$30,000$0$0$0$0$02 adultsNot RetiredNot yet financially independent300,000Bachelor's degree0YesYes16.896,8020.809$652,307$0$397,1140

96

1/4/2014 18:52:0463$17,392,766$17,392,766$0$3,185,00070%$2,485,000$4,200$118,000$400,000$300,000$0$0$0$0$02 adultsRetiredFinancially independent217,000Master's degree0YesYes16.882,6580.948$802,123$22,535,832$488,31913,719,447

97

1/4/2014 18:52:5241$948,719$1,178,719$230,000$647,00070%$452,000$3,000$0$350,000$75,000$210,000$0$0$20,000$02 adultsNot RetiredNot yet financially independent375,000Doctoral or professional degree0YesYes16.895,5560.820$495,610$0$301,7190

98

1/4/2014 18:55:0155$3,938,846$3,941,846$3,000$3,652,00070%$3,145,000$2,677$0$450,000$60,000$0$0$0$3,000$01 adultRetiredFinancially independentMaster's degree10/25/2013 16:14:18YesYes16.889,6890.874$471,179$0$286,8460

99

1/4/2014 18:56:2962$3,126,752$3,126,752$0$2,725,00020%$2,225,000$3,500$0$450,000$50,000$0$0$0$0$02 adultsRetiredFinancially independentMaster's degreeYesNo16.883,7240.936$659,925$0$401,7520

100

1/4/2014 18:58:1442$8,809,450$9,182,450$373,000$8,507,00050%$7,500,000$3,000$0$870,000$510,000$373,000$0$0$0$02 adultsNot RetiredFinancially independent350,000Master's degree0I wasn't sure if the interest on my fixed income and dividends on my stocks should be included in "assured monthly income" so I put $0. I presume that question is only for income that is highly, highly unlikely to fluctuate. If I were including that, it'd be around $20k/month.YesYes16.895,3250.822$496,811$0$302,4500