Wilkinson Family Financial Plan
by Tim Wilkinson
1. Estate
1.1. Estate Established in June 2013
1.2. Liggett is in Trust
1.3. Schwab Brokerage in in Trust
2. Insurance
2.1. Healthcare through Invesco
2.1.1. Family Medical
2.1.2. Family Vision
2.1.3. Family Dental
2.1.4. Policy for Tim - Disability
2.1.5. Policy for Tim - Life
2.2. Life Insurance
2.2.1. VOYA Policy for Jessica
2.2.2. VOYA Policy for Tim
2.2.3. Protective Policy for Tim
2.2.4. Metlife Policy for Jessica
2.2.5. Great West Life for Tim
2.3. Mercury Insurance
2.3.1. Liggett Home
2.3.2. Highlander
2.3.3. Mercedes Benz
2.3.4. Umbrella
2.3.5. Jewelry
2.4. Disability through Mass Mutual
3. Debt
3.1. Liggett Mortgage - Chase Bank
3.2. Walnut Mortgage - Flip (projected sold Q3 2020
3.3. Mercedes Benz
3.4. Chase Bank Credit Card
3.5. Citibank Credit Card
3.6. NFCU JT Credit Card
3.7. Wells Fargo - JW Properties Mastercard
3.8. HELOC with Rocket Mortgage
4. Banking
4.1. NFCU JT Checking
4.2. NFCU JT Savings
4.3. NFCU Savings - Dylan
4.4. NFCU Savings - Grant
4.5. NFCU Savings - Kye
4.6. Wells Fargo - JW Properties Checking
4.7. Wells Fargo - JW Properties Savings
5. Investments
5.1. Schwab Taxable
5.1.1. Schwab Family Trust Brokerage
5.1.2. Schwab Family Trust Investor Checking
5.1.3. UGMA for Dylan
5.1.4. UGMA for Grant
5.2. Schwab Non-Taxable
5.2.1. Jessica's IRA
5.2.2. Tim's IRA
5.2.3. Tim's Invesco 401k
5.3. MassMutual Non-Taxable
5.3.1. Tim's Oppy 401k
5.4. Fidelity Net Benefits Taxable
5.5. VOYA Tomorrow's Scholar
5.5.1. Dylan's 529
5.5.2. Grant's 529
5.5.3. Kye's 529