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Marcus Calhoun & Elena Reyes
Marcus Calhoun, age 46 · Elena Reyes, age 44
Cashflow basics
Monthly inflow$18,500
Monthly outflow$11,200
Excess / month$7,300
Trust
Address742 Magnolia Court, Atlanta, GA 30308
Zillow value$735,000
Insurance deductibles
home$5,000
auto$1,500
health$4,000
Total$10,500
Accounts
Retirement
| Label | Owner | Last 4 |
|---|---|---|
| Schwab Roth IRA | Client 1 | 7711 |
| Fidelity 401(k) | Client 1 | 4422 |
| Vanguard 403(b) | Client 2 | 8855 |
| Schwab SEP-IRA | Client 2 | 0099 |