Plan and Calculate a balance sheet following the table provided (amounts are only examples, can be changed).

3 WORKSHEET Balance Sheet - Calculating Your Net Worth aluc Assets Cash Checking Savings CDS Money Market Funds Other Monetary Assets A. Monetary Assets + + A + + Mutual Funds Stocks Bonds Life Insurance (cash-value) Cash Value of Annuities Investment Real Estate (REITs, partnerships) Other investments B. Investments S1500 + + B S1500 + EPF Investment (1) Investment (2) Investment (3) Other Retirement Plans C Retirement Plans + + C Primary Residence 2nd Home Time-Shares Condominiums Other Housing D. Housing (market value) + D + Automobile Automobile 2 Other Automobiles E Automobiles E Collectibles Boats Furniture Other Personal Property E. Personal Property + + + E Money Owed You Market Value of Your Business Other G. Other Assets ++ G SO H. Total Assets (add lines A through G) H $1500