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Knowing Where You Stand

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)	$

Equal Housing Lender. Member FDIC.

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