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General Manager. John Montague. (08) 8999 7975 [email protected].
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1. 1. My Assets, Liabilities, and Net Worth. What You Own (Assets). Fair Market
Value. Home. Vehicle(s). Checking account(s). Savings account(s). Certificates of
...
1
My Assets, Liabilities, and Net Worth
What You Own (Assets)
Fair Market Value
Home Vehicle(s) Checking account(s) Savings account(s) Certificates of deposit (CDs) Savings bonds Investments (stocks, bonds, mutual funds) Retirement savings (IRAs, 401(k)s, 403(b)s, annuities) Health savings account Insurance policies (cash value) Furniture Fine art Jewelry Art, coin, sports memorabilia, or other collection(s) Rental property or time shares Business Other: Total Assets
$ 1
2
My Assets, Liabilities, and Net Worth Worksheet
What You Owe (Liabilities)
Amount Owed
Home mortgage Car loan(s) Credit card debt Other loans, such as home equity, student, or personal loans