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Back To Article | Calculating Net Worth |
DIRECTIONS: Calculate your net worth by filling in the following information.
Net worth statement as of (date): _________
| Assets | Current Value |
|---|---|
| CASH ACCOUNTS | |
| Checking accounts | |
| Savings accounts | |
| Certificates of deposit | |
| Money market accounts | |
| Money market funds | |
| INVESTMENT & RETIREMENT | |
| Use this area to record items such as | |
| Retirement system (vested value) | |
| 403(6) plan account | |
| 401(k) plan account | |
| IRAs, annuities, mutual funds | |
| Stocks, bonds, life insurance (cash value) | |
| Your home | |
| Other real estate | |
| Business interests | |
| Automobiles | |
| Personal property | |
| Total Assets | $ |
| Liabilities | |
| Mortgage | |
| Credit card balances | |
| Personal loans | |
| Life insurance loans | |
| Other debts | |
| Total Liabilities | $ |
| TOTAL ASSETS MINUS TOTAL LIABILITIES | $ |
| Net Worth | $ |
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