Net Worth Worksheet
Net Worth Worksheet
Assets
Savings accounts
$
Checking accounts
$
Mutual funds
$
Certificates of deposit
$
U. S. Savings Bonds
$
Life insurance (cash value)
$
Annuities (cash value)
$
IRA account
$
Pension (vested interest)
$
Company savings plan(s)
$
Securities (market value)
$
Real estate (market value)
$
Home (equity)
$
Business interest
$
Personal property
$
Other
$
Total Assets
Liabilities
Mortgage (balance due)
$
Taxes (due and unpaid)
$
Installment loans (balance due, auto or home improvement)
$
Charge accounts (balance due)
$
Charitable pledges
$
Other
$
Total Liabilities
$
Total assets
$
Total liabilities
$ -
Net Worth
$
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