Assets: What You Own |
Example Numbers |
Your Numbers |
|
|---|---|---|---|
LIQUID ASSETS: |
|||
1. Cash |
$ |
300 |
__________ |
2. Savings |
+ |
3,700 |
__________ |
3. Checking |
+ |
1,200 |
__________ |
INVESTMENTS: |
|||
4. IRAs |
+ |
12,400 |
__________ |
5. Securities |
+ |
500 |
__________ |
6. Retirement Plan |
+ |
— |
__________ |
7. Real Estate (other than primary residence |
+ |
— |
__________ |
HOUSEHOLD: |
|||
8. Cars (market value) |
+ |
18,000 |
__________ |
9. House (market value) |
+ |
— |
__________ |
10. Furniture |
+ |
3,400 |
__________ |
11. Personal Property |
+ |
6,600 |
__________ |
12. Other assets |
— |
__________ |
|
13. Total Assets (add lines 1–12) |
= |
$46,100 |
__________ |
Liabilities (Dept): What You Owe |
|||
CURRENT LIABILITIES: |
__________ |
||
14. Credit-card balance |
$ |
1,300 |
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