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Loans and Debts
Mortgages
$
Car Loans
$
Personal Loads
$
Other Loans
$
Family Obligations
Dependent Name
Age
Relationship
Till Age
Monthly Expense
$
$
$
$
$
$
$
$
$
$
$
$
Other Responsibilities
Children’s Education
$
Hospice Expenses
$
Other Liabilities
$
Assets
Life Insurance
$
Group Life Insurance
$
Cash
$
Stocks and Bonds
$
Retirement Funds
$
Fixed Assets
$
Other Assets
$
Inflation/Interest
Expected Inflation Rate
%
Expected Interest Rate
%
Protection Calculator Report
Inflation/Interest
Expected Inflation Rate
%
Expected Interest Rate
%
Loans and Debts
Mortgages
$
Car Loans
$
Personal Loads
$
Other Loans
$
Total Loans and Debts
$
Family Obligations
Dependent
Age Range
Monthly Expense
PV of Expense
Total Family Obligations
$
$
Other Responsibilities
Children’s Education
$
Hospice Expenses
$
Other Liabilities
$
Total Other Responsibilities
$
Total Debts and Obligations
$
Assets
Life Insurance
$
Group Life Insurance
$
Cash
$
Stocks and Bonds
$
Retirement Funds
$
Fixed Assets
$
Other Assets
$
Total Assets
$
Net Assets
$
The calculation above is for reference only.