- Calculating Your Net Worth
- Worksheet: Net Worth
- Analyzing Your Net Worth
- Creating a Cash Flow Statement
- Cash Flow Statement–Instructions
- Cash Flow Statement I
- Cash Flow Statement II
- Analyzing Your Cash Flow
NET WORTH AS OF ________________________
|
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) |
$ |
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Franklin Mint Federal Credit Union and Mint Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mint Wealth Advisors, and may also be employees of Franklin Mint Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Franklin Mint Federal Credit Union or Mint Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
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