Worksheet: Net Worth

Financial Education Center > Career Transition

Knowing Where You Stand

NET WORTH AS OF ________________________

ASSETS (What You Own)	Fair Market Value or Current Balance
Cash and cash alternatives	$
Individual stocks and stock mutual funds	$
Individual bonds and bond mutual funds	$
401(k)/403(b)/Section 457 plans	$
IRA or IRA/SEP	$
Keogh	$
Annuities	$
Employee stock options—vested	$
Other retirement plan accounts	$
Primary residence	$
Other real estate	$
Cash value insurance	$
Personal property	$
Vehicles	$
Business interests	$
Other assets:	$
TOTAL ASSETS	$

LIABILITIES (What You Owe)	Fair Market Value or Current Balance
Primary residence: Mortgage loan	$
Primary residence: Other loans	$
Other real estate loans	$
Total vehicle loans	$
Total credit card debt	$
Total installment loans	$
Retirement plan loans	$
Taxes due	$
Other liabilities	$
TOTAL LIABILITIES	$
NET WORTH (Assets less Liabilities)	$

NHTrust is a trade name of New Hampshire Trust Company. Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Osaic Institutions and NHTrust not affiliated.

NHTrust is a brand name of New Hampshire Trust Company. We are proud to follow the TRUST approach with all customers and prospects.