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Calculating Net Worth

DIRECTIONS: Calculate your net worth by filling in the following information.

Net worth statement as of (date): _________

AssetsCurrent 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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