|
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) |
$ |
