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Net-Worth Calculation Worksheet An important step in gaining financial control is to calculate your net worth assets - debts. Every year your net worth should be tabulated to review your progress and compare it with your financial goals. In addition a net-worth statement is a valuable aid in planning your estate and establishing a record for loan and insurance purposes. Assets What You Own Liabilities What You Owe Cash Current Debts Cash On Hand Household Checking Account Medical Savings Accounts Credit Cards Money Market Funds Department Store Cards Cash Value of Life Insurance Back Taxes Other Legal Real Estate/Property Home Land Investments Market Value Mortgages Certificates of Deposit Stocks Bonds Mutual Funds Annuities IRAs 401 k 403 b 457 Plans Bank/Finance Company Pension Plan Automobile Recreational Vehicle/Boat Personal Property Present Value Loans Education Life Insurance Home Furnishings Personal from family or friends Appliances and Furniture Collections Jewelry and Furs Total Assets Total Liabilities. Every year your net worth should be tabulated to review your progress and compare it with your financial goals. In addition a net-worth statement is a valuable aid in planning your estate and establishing a record for loan and insurance purposes. In addition a net-worth statement is a valuable aid in planning your estate and establishing a record for loan and insurance purposes. Assets What You Own Liabilities What You Owe Cash Current Debts Cash On Hand Household Checking Account Medical Savings Accounts Credit Cards Money Market Funds Department Store Cards Cash Value of Life Insurance Back Taxes Other Legal Real Estate/Property Home Land Investments Market Value Mortgages Certificates of Deposit Stocks Bonds Mutual Funds Annuities IRAs 401 k 403 b 457 Plans Bank/Finance Company Pension Plan Automobile Recreational Vehicle/Boat Personal Property Present Value Loans Education Life Insurance Home Furnishings Personal from family or friends Appliances and Furniture Collections Jewelry and Furs Total Assets Total Liabilities. Every year your net worth should be tabulated to review your progress and compare it with your financial goals. In addition a net-worth statement is a valuable aid in planning your estate and establishing a record for loan and insurance purposes. Assets What You Own Liabilities What You Owe Cash Current Debts Cash On Hand Household Checking Account Medical Savings Accounts Credit Cards Money Market Funds Department Store Cards Cash Value of Life Insurance Back Taxes Other Legal Real Estate/Property Home Land Investments Market Value Mortgages Certificates of Deposit Stocks Bonds Mutual Funds Annuities IRAs 401 k 403 b 457 Plans Bank/Finance Company Pension Plan Automobile Recreational Vehicle/Boat Personal Property Present Value Loans Education Life Insurance Home Furnishings Personal from family or friends Appliances and Furniture Collections Jewelry and Furs Total Assets Total Liabilities. .

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