Assets – What you
own
1. Home – If you own a
home, enter its estimated value (what is owed on your mortgage is covered
in #14).
2. Automobiles – Enter
the sum of the blue book values of all of cars. Get values online
here .
3. Other Properties &
Vehicles – If you own land, a boat, motor home, motorcycle, etc.,
enter the value for these items here (if you owe money on any of
these items, complete #17).
4. Jewelry , Art &
Collectibles – Enter the total estimated value here.
5. Electronics –
Cameras, computers, etc. Enter the amount you could get if you sold the
items today.
6. Furniture and household
Items – Guestimate the total value of your furniture, appliances, etc.
If you were to have an auction on ebay today what would you
get?
7. Checking, Savings &
Money Market Accounts – Add up the current balances.
8. Retirement Accounts –
Add up the value of all 401(k) plans, IRAs, etc… including money still
held in employer plans from previous
jobs.
9. Savings bonds/CD’s –
Enter the total value. Get
values online here .
10. Mutual Funds – Enter
total value here.
11. Stocks – Enter total
value here
12. Life insurance – If
you have a life insurance policy with a surrender or cash value, enter it
here.
13. Other Investments –
Enter here anything else that has value
here.
Liabilities – What you owe
14. Mortgage Principle –
If you have a mortgage, enter estimated
balance.
15. Auto Loans – Enter
the amount owed on all car loans.
16. Student Loans –
Enter the amount owed on any educational financing.
17. Other Loans – Enter
the amount owed on any other loans you might have – home equity, boats,
furniture, etc.
18. Credit Cards – Enter
the balance due on all of your credit
cards.
Click
this button to calculate your net
worth.
Asset
Total
Liability
Total
Your Net Worth – If your assets outweigh
your liabilities, you have a positive net worth. If you have more
liabilities than assets, you have a negative net worth.