Balance Sheet - Calculating Your Net Worth Assets Value Cash $500 + Checking Savings/CDs + Money Market Funds + Other Monetary Assets + A. Monetary Ass = $500 Mutual Funds Stocks + CD + $5,000 Life Insurance (cash-value) + + Cash Value of Annuities Investment Real Estate (RE Other investments + + Investments B. = $5,000 401(k) and 403(b) + Company Pension Keogh + IRA + Other Retirement Plans + Retirement P $0 B. C. A. C. = Balance Sheet - Calculating Your Net Worth (continued) Liabilities or Debts Value I. Current Bills ( I. Visa Master Card Other Credit Cards J. Credit Card D J. SO First Mortgage 2nd Home Mortgage Home Equity Loan Other Housing Debt Housing K. $0 Automobile 1 Automobile 2 Other Automobile Loans L. Automobile L L. $0 College Loans $2,000 Loans on Life Insurance Poli Bank Loans Installment Loans K. = + + = + + + = + + = + + + B Save funds to purchase or rent a house near furture work. Build an emergency fund. Plan Your Debt Repayment for Student Loans. Build a duplex Start my own agecny business. Build my child's college fund Payoff my mortgage Save for retirement to alllow myself to live a standard lifestyle. E F Intermediate-Term Goals (1 to 10 years) 2nd 1/4/2027 1st 1/4/2026 3rd 1/4/2030 4th 6/14/2032 Long-Term Goals (greater than 10 years) 1st 2/4/2034 3rd 3/4/2038 2nd 6/4/2040 $329,680 4th 8/4/2065 G H $17,850 $2,500 $16,000 $60,000 $40,000 45,000 1,000,000 K Balance Sheet - Calculating Your Net Worth Assets Value Cash $500 + Checking Savings/CDs + Money Market Funds + Other Monetary Assets + A. Monetary Ass = $500 Mutual Funds Stocks + CD + $5,000 Life Insurance (cash-value) + + Cash Value of Annuities Investment Real Estate (RE Other investments + + Investments B. = $5,000 401(k) and 403(b) + Company Pension Keogh + IRA + Other Retirement Plans + Retirement P $0 B. C. A. C. = Balance Sheet - Calculating Your Net Worth (continued) Liabilities or Debts Value I. Current Bills ( I. Visa Master Card Other Credit Cards J. Credit Card D J. SO First Mortgage 2nd Home Mortgage Home Equity Loan Other Housing Debt Housing K. $0 Automobile 1 Automobile 2 Other Automobile Loans L. Automobile L L. $0 College Loans $2,000 Loans on Life Insurance Poli Bank Loans Installment Loans K. = + + = + + + = + + = + + + B Save funds to purchase or rent a house near furture work. Build an emergency fund. Plan Your Debt Repayment for Student Loans. Build a duplex Start my own agecny business. Build my child's college fund Payoff my mortgage Save for retirement to alllow myself to live a standard lifestyle. E F Intermediate-Term Goals (1 to 10 years) 2nd 1/4/2027 1st 1/4/2026 3rd 1/4/2030 4th 6/14/2032 Long-Term Goals (greater than 10 years) 1st 2/4/2034 3rd 3/4/2038 2nd 6/4/2040 $329,680 4th 8/4/2065 G H $17,850 $2,500 $16,000 $60,000 $40,000 45,000 1,000,000 K
