Page 32 - Blance book

ASSET AMOUNT LIABILITY AMOUNT

Retirement Savings Current Debts
IRAS + __________________ Credit Cards + __________________
401(k) or other qualified plans + __________________ Medical Bills + __________________
Annuities + __________________ Taxes Owed + __________________
Pension + __________________
Other + __________________
Long-Term Debts
Primary Home Mortgage + __________________
Investments Home Equity Loan + __________________
Stocks + __________________ Home Equity Line of Credit + __________________
Bonds + __________________ Vacation Home Mortgage + __________________
Mutual Funds + __________________ College Loans + __________________
Other + __________________ Auto Loans + __________________
Personal Loans + __________________
Cash Other + __________________
Savings/Checking Accounts + __________________
Certificates of Deposit + __________________
Money Market Account + __________________ Asset Total + __________________
Other + __________________ Liability Total - __________________

Real Estate Net Worth = __________________
Primary Home + __________________
Vacation Home + __________________ Knowing your net worth can help you
Other + __________________ make the right financial decisions. At
least once a year, add your assets and
subtract your liabilities to see where
Personal you stand.
Automobiles + __________________
Art/Collectibles + __________________
Appliances + __________________
Jewelry + __________________
Boats/Recreational Vehicles + __________________
Other + __________________