Tag Archives: balance sheet

Financial Advice: Millionaire By Age 41 (Chatelaine)

Couple Boat

Prelude: I will be analyzing sample individuals and evaluate their finances as if they were a company. How do they stack up if their finances were publicly available? Would investors "buy" their shares? In this segment, I am re-evaluating the financial situation from chatelaine.com and comparing my results with their financial experts. chatelaine.com Millionaire By Age 41 Name: Gerry ...

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Financial Advice: Age 26, Frugal, Renting, Aggressive Investor

Young Black Professional Investor

Prelude: I will be analyzing sample individuals and evaluate their finances as if they were a company. How do they stack up if their finances were publicly available? Would investors "buy" their shares? Name: Francis Collins Age: 26 Income: $46,000 Monthly After Tax Income: $3000 Monthly Expenses: $1475 Home: No, renting at $400 per month. Summary: Francis Collins is a young professional who has ...

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Financial Advice: Age 27 Professional, Single, New Homeowner

Single Female First Time New Homeowner

Prelude: I will be analyzing sample individuals and evaluate their finances as if they were a company. How do they stack up if their finances were publicly available? Would investors "buy" their shares? Name: Diana Nathan Age: 27 Income: $60,000 Monthly After Tax Income: $4000 Monthly Expenses: $2800 Home: Yes, $340,000 at 20% down Summary: Diana Nathan is a young professional who has been ...

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How strong is your personal balance sheet?

Balance Sheet

Balance sheet analysis is the staple of fundamental analysis for a stock. A healthy balance sheet let's their owners know the stability of the company. However, what I rarely see are investors that analyze their personal balance sheet. I am going to draw out several sample balance sheets of people in various situations and run ...

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