finance homework
m_jason
hfc_net-worth.pdf
Total Assets $ __________ Total Liabilities - $ __________ NET WORTH = $ __________
NAME(S)________________________________ DATE ___________________
NET WORTH STATEMENT
ASSETS Market Value
LIQUID Cash __________ Checking __________ Savings __________ Certificate of Dep. __________ Money Market Funds __________ Other _________ __________ ______________ __________ ______________ __________ SUB-TOTAL __________
TANGIBLE Home __________ Auto __________ Auto __________ Personal Property __________ Other _________ __________ ______________ __________ ______________ __________ SUB-TOTAL __________
INVESTMENT Stocks __________ Bonds __________ Mutual Funds __________ Retirement Funds __________ Real Estate __________ Other _________ __________ ______________ __________ ______________ __________ SUB-TOTAL __________
TOTAL ASSETS __________
LIABILITIES Amount
SHORT-TERM Credit Card_____ __________ ______________ __________ ______________ __________ Other _________ __________ ______________ __________ ______________ __________ SUB-TOTAL __________
LONG-TERM Home __________ Auto __________ __________ Auto __________ __________ Student Loan __________ Home Equity __________ Other __________ __________ _______________ __________ _______________ __________ _______________ __________ SUB-TOTAL __________
TOTAL LIABILITIES __________
