Assets |
Total in all checking and savings accounts |
$ ________ |
Total in all money-market accounts |
$ ________ |
Current value of all securities and investments
(Include stocks, bonds, annuities, IRAs, etc.) |
$ ________ |
Current value of life insurance (cash value) |
$ ________ |
Current value of home |
$ ________ |
Current value of any personal property
(Include autos, rental property, collectibles, etc.) |
$ ________ |
Line A—Total Assets (add all the lines above) |
|
Liabilities |
Home mortgage (balance due) |
$ ________ |
Total balance due on credit cards |
$ ________ |
Total due on other loans |
$ ________ |
Line B—Total Liabilities (add the three
lines above) |
$ ________ |
Net Worth (subtract Line B from Line A) |
$ ________ |
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