What types of assets should I include in my profile?

You should include all your assets including retirement accounts, savings accounts, investments, and cash in your total assets. Don’t include any real estate assets such as your home or land that you own outright or have a mortgage on. Don’t worry, we don’t ignore those assets, but rather ask them in another question. We need to differentiate these assets to ensure that we take into account the different liquidity characteristics of real estate versus other assets.

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