Financial Smart Goals
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ExtFCS619: 150 printed at x.99 each, December 2010 NET WORTH STATEMENT Today’s Date: ASSETS LIABILITIES CASH AND SAVINGS Cash and checking accounts Savings account(s) Certificates of deposit U.S. savings bonds Money market accounts Other INVESTMENT ASSETS Stocks Bonds Mutual funds Employee stock options Cash value of life insurance Surrender value of annuities Income producing real estate Other RETIREMENT ASSETS Pension or profit-sharing plans IRA’s/Keogh accounts/SEPs 401k/403b plans Other OTHER ASSETS Home (market value) Other non-income real estate Furniture Equipment Autos (market value) Recreational vehicles Collectibles Jewelry Other TOTAL ASSETS Home mortgage(s) Other real estate loans Auto loan(s) Student loan(s) Other bank loan(s) Credit card(s) Charge accounts Past-due bills Taxes Pledges (charities, church, etc.) Loans on life insurance policies Other liabilities TOTAL LIABILITIES NET WORTH (assets minus liabilities) Stop Spending Leaks Does it seem like your money just disappears Consider how small habits add up over time..
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