SaveMillions Net Worth Worksheet & Calculator |
|
|
|
|
|
|
What you own (Assets) |
|
What you
owe (Liabilities) |
|
|
|
|
|
|
|
Bank
accounts, money market accts, and CDs: |
|
|
Real estate mortgages
and equity loans: |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sub-total |
|
|
- |
|
Sub-total |
|
|
- |
|
|
|
|
|
|
Non-retirement
investment accounts: |
|
|
|
Student loans: |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sub-total |
|
|
- |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Retirement
accounts: |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sub-total |
|
|
- |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Credit card balances and
other consumer debt: |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sub-total |
|
|
- |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Real
estate: |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Sub-total |
|
|
- |
|
Sub-total |
|
|
- |
|
|
|
|
|
|
Tax-deferred
annuities and life insurance cash value: |
|
|
|
|
|
|
|
|
|
|
TOTAL LIABILITIES |
|
|
- |
|
|
|
|
|
|
|
|
|
|
Sub-total |
|
|
- |
|
CALCULATE
NET WORTH |
|
|
|
|
|
|
|
Other
assets: |
|
|
|
|
Total assets |
|
- |
|
|
|
|
|
|
|
|
|
Total liabilities |
|
- |
|
|
|
|
|
|
|
|
|
|
|
|
|
Sub-total |
|
|
- |
|
|
NET WORTH (assets
- liabilities) |
|
|
- |
|
|
|
|
|
|
|
TOTAL
ASSETS |
|
|
- |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|