Member of RE/MAX "Hall of Fame" & "Platinum Club"
Contact Andrea today for Help with Main Line of Philadelphia Real Estate
610 Old Lancaster Road Bryn Mawr, Pa 19010 Direct Line: (610) 520-0427 Office: (610) 520-0400 Toll Free: (800) 521-0414 Home Phone: (610) 519-1126 Home Fax: (610) 519-1129 Office Fax: (610) 520-0429 Direct Fax: (610) 525-1078
Please enter the dollar value of liquid assets -- monies that have been in a bank account for longer than 3 months.
Semi-liquid assets -- stocks, bonds, cd's or other securities.
Dollar value of real estate for sale (if any)
Value of any other real estate
Value of any personal property you have for sale -- car, boat, etc.
Projected assets to be received -- if you expect to receive a gift from a relative, an inheritance, an insurance settlement or other monies please indicate the dollar value and a brief description of the source.
Have you received a steady income from this source for Less than two years More than two years
Enter the dollar amount of your annual base income. (Please do not include any overtime, bonuses, or other income here.)
Enter the dollar amount of any other income and a brief description of where it comes from (overtime, second job, dividends, interest, social security, pension plan, etc.)
Please enter any other individual's name you wish to consider in your plan, and their relationship to you (husband, wife, mother, etc.)
Their income is derived from Salary (W2 Income)Hourly Wages (W2 Income) Self Employed (bottom-line from Schedule C)Other
Has your co-person received a steady income from this source for Less than two years More than two years
Is there anything else relevant to income?
Monthly minimum required credit card payments (Even if you pay all credit cards in full each month, try to add together the "minimum payments" required by each company.
The balance on any mortgage to be paid-off.
The monthly payment (including taxes, insurance, mortgage insurance, association fees) on any mortgage that will not be paid-off.
Any other monthly installment debt or court ordered obligations (like personal loans, child support, etc.)