Broker Check

Financial Answer Center

Knowing Where You Stand

Worksheet: Net Worth

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)

$

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