Assets

Personal Category
Real Estate
Item
Home
Value
$560,000

Net Real Estate

Investments

Investments
Other

Retirement accounts

Stocks
$255,000

$98,000

$53,000

Worth Investments

Investments

Investments
Bonds

Mutual funds

CDs
$25,000

$33,000

$74,000

Investments Bullion $20,000

Total Ass $1,902,500 Investments Trust funds $250,000

Total Deb $575,000 Investments Health savings account $18,000

Net Wort $1,327,500 Investments Face value of life insurance policy $85,000
Tip
Enter your assets Investments
and debts in the Other $20,000
Assets and Debts tables and your
net worth will calculate
Cash Checking accounts $14,500
automatically.
Cash Savings accounts $5,000

Cash Other $2,000

100%
Personal Property Cars $55,000

Personal Property Other vehicles $85,000

Personal Property Furnishings $100,000

Personal Property Collectibles $50,000

Personal Property Jewelry $60,000

Personal Property Other luxury goods $40,000

Debts
Category Value
Mortgages $400,000

Home equity loans $50,000

Car loans $30,000

Personal loans $0

Credit cards $0

Student loans $10,000

Loans against investments $20,000

Life insurance loans $5,000

Other installment loans $10,000

Other debts $50,000