spacer
 HOME PAGE
Today’s columns, news and more
 BASICS
Build your financial know-how
 INVESTING
Tips and tools for your portfolio
 YOUR FINANCES
Latest rates and money-saving tips
 PLANNING
Put your financial goals into action
 SPENDING
Research home, car and other purchases
 TOOLS
Calculators for financial decisions
 COLUMNS
Advice and commentary from Kiplinger's experts
 COMMUNITY
Ask a question or answer one
 EMAIL UPDATES
Sign Up!
 PUBLICATIONS
Subscribe, renew, buy books and software
 CONTACT US
Customer service, feedback, letters to the editor
 ABOUT US
Company privacy and advertising info
 

BOOST YOUR 401(K)
New online course
from Kiplinger helps
you make the most
of your savings.
See how...




Try a Free IssueKiplinger Store:
Give a Gift Subscription
for Just $10

TOOLS:   INVESTING   YOUR FINANCES   PLANNING   SPENDING  

What's Your Net Worth?

This worksheet is a balance sheet for determining net worth. Calculating your net worth is a great way to take a barometer reading on the current state of your finances. To use this worksheet, fill out the appropriate fields under 'assets' and 'liabilities', then click on 'net worth' to perform the addition and subtraction.

Assets

Cash in savings accounts

Cash in checking accounts

Cash on hand

Certificates of deposits

Money-Market funds

U.S. savings bonds

Market value of home

Market value of other real estate

Cash value of life insurance

Surrender value of annuities

Vested equity in pension plans

Vested equity in profit sharing

401(k) or 403(b) plans

Individual retirement accounts

Keogh plans

Stocks (individually owned)

Bonds (individually owned)

Stock mutual funds

Bond mutual funds

Real estate investment funds

Other investments

Collectibles

Precious metals

Estimated market value of:

Household furnishings

Automobiles

Boats, recreational vehicles

Furs and jewelry

Loans owed to you

Other assets

Liabilities

Balance owed on mortgages

Auto loans

Student loans

Home-equity credit line

Other credit lines

Credit card bills

Other bills


Net worth:
equals
Total assets:
minus
Total liabilities:

reset

ADVERTISEMENT

  SPONSORED LINKS

Terms & Conditions | Customer Service | Subscribe by phone:  800-544-0155
All contents © 2005 The Kiplinger Washington Editors, Inc.