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Financial Calculator


Periodically calculating your net worth -- the value of your assets minus your liabilities -- is the best way to measure and track your financial well-being.
WORKSHEET
1. ASSETS 2. DEBTS
Stocks and stock funds:
Bonds and bond funds:
Cash (Savings accounts, CDs,
money-market funds):
Retirement accounts
(401(k), IRAs, SEPs):
Variable annuities
Value of primary residence:
Vacation property / second home:
Art, collectibles, jewelry, furnishings:
Other:
 
TOTAL ASSETS:
Mortgage(s):
Home-equity loan:
Student loan:
Credit cards:
Other:
 
TOTAL DEBTS:
WHAT'S MY NET WORTH?
CALCULATE 


HOW DO YOU COMPARE?
Breakdown of households by net worth:

Median household net worth: $100,894


Source: Claritas, December 2003 data

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