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2017 Personal Financial Data for Married couple, Zach and Carly Note: Data items are from end of year, except where specified otherwise. Joint Zach 111,000 Carly 78,000 Annual Income (gross) 401(k) contribution (annual) 401(k) maximum employer match ($1 per $1 employee contribution) 18,000 4% 3900 5% 401(k) balance (including above contributions) 401(k) balance (beginning of year) 98,000 78,000 47,250 35,000 2950 Monthly housing costs Other monthly debt payments Total monthly non-discretionary cash flows 1350 3000 950 2200 2950 Cash & cash equivalents Total debt Total assets 20000 55000 152000 12000 35000 94000 200000 275000

Calculate the couple's savings rate.

Calculate the couple's investment assets to gross pay ratio as of end of year 2017.

Calculate Zach's ROI.

Calculate Carly's ROI.

Calculate the couple's combined ROI.

2017 Personal Financial Data for Married couple, Zach and Carly Note: Data items are from end of year, except where specified otherwise. Joint Zach Carly 111,000 78,000 Annual Income (gross) 401(k) contribution (annual) 401(k) maximum employer match ($1 per $1 employee contribution) 18,000 4% 3900 5% 401(k) balance (including above contributions) 401(k) balance (beginning of year) 98,000 47,250 78,000 35,000 2950 Monthly housing costs Other monthly debt payments 1350 3000 950 2200 Total monthly non-discretionary cash flows 2950 Cash & cash equivalents Total debt 20000 12000 55000 35000 200000 152000 94000 275000 Total assets

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