M- Please estimate your, and your spouse’s/partner’s total assets. For the purposes of this question, assets include financial accounts, stocks, bonds, and annuities. Do not include non-income producing personal property (furniture, TV, car), retirement funds, college investment plans, and your primary residence are not included.
- Financial accounts (e.g., bank accounts, credit union
- accounts, money market accounts, CDs)
- Stocks and bonds
- Annuities