| Liability | Lender | Balance | Rate | Term | Monthly P&I | Payoff |
|---|---|---|---|---|---|---|
| Primary mortgage | Chase | $720K | 6.25% | 30-yr fixed | $4,432 | 2052 |
| Auto loan | Toyota Fin'l | $30K | 6.90% | 60 mo | $594 | 2029 |
| Student loans | SoFi (refi) | $100K | 5.50% | 10-yr | $1,085 | 2034 |
| HELOC | Chase | $0 | — | $250K line | — | — |
| Credit cards | Amex / Chase | $0 | — | Revolver | Paid mo. | — |
| Total liabilities | $850K | $6,111/mo |