Figuring Out Your Net Worth

To figure your net worth, first add up the value of all your assets. Next add the value of all your liabilities.  Subtract the total value of your liabilities from the total value of your assets.

ASSETS:

Bank Accounts
 $______   Investments $______
  •  Checking
   
  •  Stocks
 
  •  Savings
   
  •  Bonds
 
  •  CDs
   
  •  Mutual funds
 
 Money Market Accounts
$______
 
  •  ETFs
 
 Personal Property
$______
 
  •  Real estate/REITs
 
  •  Home value
   
  •  Life insurance (cash surrender value)
 
  •  Home contents
   
  •  College savings plans
 
  •  Automobile
   
  •  Other investments
 
  •  Boat/recreational vehicle
     Other  $______
  •  Collectibles
   
  •  Money you're owed
 
  •  Jewelry
   
  •  Other assets
 
 Retirement Savings
$______
     
  •  Employer-sponsored plans
       
  •  Defined benefit (pension) plan
       
  •  Annuities (cash surrender value)
       

TOTAL ASSETS= $______

LIABILITIES:


Credit Cards $______
   Taxes Owed
 $______
  •  Visa
   
  •  Real estate taxes
 
  •  Mastercard
   
  •  Income taxes
 
  •  American Express
   
  •  Other taxes
 
  •  Other credit/charge cards
     Other  $______
 Personal Loans
 $______  
  •  Current/unpaid bills
 
  •  Mortgage
   
  •  Other debts
 
  •  Additional mortgage/home equity loan
       
  •  Car loan
       
 Investment Loans
 $______      
  •  Brokerage account loan
       
  •  401(k) loan
       
  •  Life insurance loan
       
  •  Business loan
       
  •  Other investment loans
       

TOTAL LIABILITIES= $______

TOTAL ASSETS - TOTAL LIABILITIES= NET WORTH:  $______

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