What is Your Current Net Worth?
Assets1. Savings and checking accounts |
$ ________________________ |
|
2. Stocks, mutual funds 3. Bonds |
$ ________________________ $ ________________________ |
|
4. Retirement plans (IRA’s, 401K’s, SEP’s) |
$ ________________________ |
|
5. Home equity |
$ ________________________ |
|
6. Antiques, valuables |
$ ________________________ |
|
7. Certificate of Deposits |
$ ________________________ |
|
8. Cash value of life insurance |
$ ________________________ |
|
9. Personal property (cars, boats, furniture,
etc.) |
$ ________________________ |
|
10. Business property and/or equity |
$ ________________________ |
|
11. Personal loans |
$ ________________________ |
|
12. Other |
$ ________________________ |
|
13. Total
assets (add lines 1-12 |
$ ________________________ |
Debts
|
|
14.
Credit cards
|
$ ________________________ |
15.
Debt schedule (liens, unpaid bills, late payments)
|
$ ________________________ |
|
16. Car loans |
$ ________________________ |
17.
Loans (student, personal, bank, etc.)
|
$ ________________________ |
18.
Mortgages
19. Other money owed |
$ ________________________ $ ________________________ |
20. Total debt (add lines
14-19)
|
$ ________________________ |
21. Net Worth (subtract line
20 from line 13)
|
$ ________________________ |