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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