Professional Documents
Culture Documents
Assets
Cash
Checking accounts
Savings accounts
CDs (certificates of deposit)
Life Insurance (cash surrender value)
Other cash
Total Cash -
Investments
Securities (stocks, bonds, mutual funds)
Treasury Bills
Other investments
Total Investments -
Property
Real Estate (market value)
Automobile (present value)
Bullion (silver, gold, etc)
Jewelry, Art and Collectibles
Other property
Total Property -
Retirement
Retirements accounts (IRA, 401k)
Employer Pensions ($/month * 240)
Social Security ($/month * 240)
Other assets
Total Retirement -
Notes and Accounts receivable
Total Assets -
Liabilities
Accounts Payable
Auto Loan
Credit Card Debt
Consumer Loans or Installments
Loan on Life Insurance
Real Estate Mortgages
Student Loans
Unpaid Taxes
Money Owed to Others
Other liabilities
Total Liabilities -
Net Worth -
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