Life Situation Card
$45,000 Annual Salary
Plumber
Single
One child, age 7
Your stock portfolio was inherited from your
grandfather. It consists of the following
stocks:
You drive 4 miles to and from work.
100 shares of Tupperware (Tuppwre)
30 shares of Outback Steakhouse (OutbkStk)
25 shares of Verizon (Verizon)
Monthly Income tax: $375.00
Monthly Social Security: $233.00
Monthly Medicare: $54.00
Life Situation Card
$26,000 Annual Salary
Bookkeeper
Single
No children
Your stock portfolio was started for you by
your parents when you were a child. It consists of the following stocks:
You drive 9 miles to and from work.
100 shares of CocaCola (CocaCl)
30 shares of Goodyesr (Goodyear)
25 shares of Home Depot (HomeDp)
Monthly Income tax: $152.00
Monthly Social Security: $134.00
Monthly Medicare: $31.00
Life Situation Card
$74,000 Annual Salary
Computer Systems Manager
Single
No children
You saved your money and invested it wisely.
Your stock portfolio consists of the following
stocks:
You drive 14 miles to and from work.
100 shares of CVS Pharmacy (CVSCp)
75 shares of Disney (Disney)
75 shares of McDonald’s (McDnlds)
Monthly Income tax: $740.00
Monthly Social Security: $382.00
Monthly Medicare: $89.00
Life Situation Card
$38,000 Annual Salary
Welder
Married
Two children, a girl 8 and a boy 5
You have saved your money and invested it
wisely. Your stock portfolio consists of the
following stocks:
You drive 27 miles to and from work.
100 shares of Time Warner (TimeWarn)
70 shares of Auto Nation (AutoNatn)
45 shares of Bank of America (BKofAm)
Monthly Income tax: $285.00
Monthly Social Security: $196.00
Monthly Medicare: $46.00
Life Situation Card
$31,000 Annual Salary
Radio Announcer
Married
Two children, a girl 7 and a boy 6
You drive 16 miles to and from work.
Your stock portfolio was inherited from your
parents. It consists of the following stocks:
35 shares of AT&T (AT&T)
50 shares of Progress Energy (ProgrssEn)
50 shares of Raymond James (RJamesFn)
Monthly Income tax: $172.00
Monthly Social Security: $160.00
Monthly Medicare: $37.00
Life Situation Card
$55,000 Annual Salary
Physician Assistant
Married
No children
You have saved your money and invested it
wisely. Your stock portfolio consists of the
following stocks:
You drive 25 miles to and from work.
75 shares of Domino’s (DomRes)
30 shares of Nike (NikeB)
60 shares of Penneys (Penney)
Monthly Income tax: $504.00
Monthly Social Security: $284.00
Monthly Medicare: $66.00