Knowing Where You Stand
- Calculating Your Net Worth
- Worksheet: Net Worth
- Analyzing Your Net Worth
- Creating a Cash Flow Statement
- Cash Flow Statement–Instructions
- Cash Flow Statement I
- Cash Flow Statement II
- Analyzing Your Cash Flow
Worksheet: Net Worth
NET WORTH AS OF ________________________
|
ASSETS (What You Own) |
Fair Market Value or Current Balance |
|
Cash and cash alternatives |
$ |
|
Individual stocks and stock mutual funds |
$ |
|
Individual bonds and bond mutual funds |
$ |
|
401(k)/403(b)/Section 457 plans |
$ |
|
IRA or IRA/SEP |
$ |
|
Keogh |
$ |
|
Annuities |
$ |
|
Employee stock options—vested |
$ |
|
Other retirement plan accounts |
$ |
|
Primary residence |
$ |
|
Other real estate |
$ |
|
Cash value insurance |
$ |
|
Personal property |
$ |
|
Vehicles |
$ |
|
Business interests |
$ |
|
Other assets: |
$ |
|
TOTAL ASSETS |
$ |
|
LIABILITIES (What You Owe) |
Fair Market Value or Current Balance |
|
Primary residence: Mortgage loan |
$ |
|
Primary residence: Other loans |
$ |
|
Other real estate loans |
$ |
|
Total vehicle loans |
$ |
|
Total credit card debt |
$ |
|
Total installment loans |
$ |
|
Retirement plan loans |
$ |
|
Taxes due |
$ |
|
Other liabilities |
$ |
|
TOTAL LIABILITIES |
$ |
|
NET WORTH (Assets less Liabilities) |
$ |
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Investment and insurance products and services are offered through Osaic Institutions. Member FINRA/SIPC. Marblehead Financial Services is a trade name of the Marblehead Bank. Osaic and the Marblehead Bank are not affiliated. Products and services made available through Osaic are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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