Information

Your Assets
Cash	Current Market Value
Savings Accounts:	$
Checking Accounts:	$
Money Market Deposit Accounts:	$
Money Market Mutual Funds:	$
Cds:	$
Other:	$
Personal Property Enter the market value of your personal property -- what you could sell it for today, not what you paid for it.	Current Market Value
Home:	$
Personal Belongings: (Including the contents of your home and other personal possessions)	$
Vehicle(s): ("Blue book" value)	$
Other Personal Property:	$
Retirement Investments	Current Market Value
Employer-sponsored Plan: (such as a 401(k), 403(b), or 457 plan)	$
Employer-sponsored Plan -- Partner:	$
IRA:	$
IRA -- Partner:	$
Self-employed plan: (such as a SEP-IRA, Keogh, or SIMPLE)	$
Treasury Securities:	$
Mutual Funds:	$
Stocks:	$
Bonds:	$
Annuities:	$
Other:	$
College Investments	Current Market Value
Mutual Funds:	$
Stocks:	$
Bonds:	$
Treasury Securities:	$
U.S. Savings Bonds:	$
Cds:	$
Other:	$
Other Investments	Current Market Value
Mutual Funds:	$
Stocks:	$
Bonds:	$
Other:	$
Business Assets	Current Market Value
Business Market Value:	$
Real Estate:	$
Other:	$
Other Assets	Current Market Value
Cash Value of Life Insurance Policy(ies):	$
Other Assets:	$
Your Liabilities
Your Liabilities	Amount
Mortgage:	$
Home-equity Loan:	$
Vehicle Loan(s):	$
Education Loan(s):	$
Personal Loan(s):	$
Credit Card Outstanding Balance(s):	$
Business Liabilities: (accounts payable, etc.)	$
Other Liabilities:	$
Your Net Worth
Your Net Worth:	$	0

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