| Current
investment income (Rental Properties,
Dividends, Annuities, etc.) |
|
Existing
liquid assets - All assets that can be
turned into cash within 3 months
(We recommend you not liquidate retirement accounts due to tax
penalties) |
|
| The
amount of your existing life insurance coverage:
coverage: |
|
Step
2. Evaluate Your Debts and Expenses
|
| Outstanding
mortgage balance: |
|
| Outstanding
loans: |
|
| Final
expenses:
(Medical,
Funeral, Taxes) |
|
Step
3. Evaluate Your Child Support
and College Expenses
|
| *We
suggest an average annual tuition cost of $15,000 - $20,000
per year |
|
|
|
|
