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) |
$ |
Share Article:
IT IS IMPORTANT that our customers understand that products and services made available through Osaic Institutions, Inc.
Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.
- ARE NOT A DEPOSIT
- ARE NOT FDIC-INSURED
- ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- ARE NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE
Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.