Net Worth Calculation Worksheet Rutgers University

Net worth calculation worksheet rutgers university

File Name: net-worth-calc-worksheet.pdf

File Size: 25.07 KB

File Type: Application/pdf

Last Modified: 5 years

Status: Available

Last checked: 1 days ago!

This Document Has Been Certified by a Professional

100% customizable

Language: English

We recommend downloading this file onto your computer


Net-Worth Calculation Worksheet
An important step in gaining financial control is to calculate your net worth (assets - debts). Every year, your net worth
should be tabulated to review your progress and compare it with your financial goals. In addition, a net-worth statement is a
valuable aid in planning your estate and establishing a record for loan and insurance purposes

Assets (What You Own) Liabilities (What You Owe)
Cash: Current Debts:
Cash On Hand _____________________ Household _____________________
Checking Account _____________________ Medical _____________________
Savings Accounts _____________________ Credit Cards _____________________
Money Market Funds _____________________ Department Store Cards _____________________
Cash Value of Life Insurance _____________________ Back Taxes _____________________
Other _____________________ Legal _____________________
Real Estate/Property: Other _____________________
Home _____________________
Land _____________________
Other _____________________
Investments: (Market Value) Mortgages:
Certificates of Deposit _____________________ Home _____________________
Stocks _____________________ Land _____________________
Bonds _____________________ Other _____________________
Mutual Funds _____________________
Annuities _____________________
IRAs _____________________ Loans:
401(k),403(b), 457 Plans _____________________ Bank/Finance Company _____________________
Pension Plan _____________________ Bank/Finance Company _____________________
Other _____________________ Automobile _____________________
Personal Property: (Present Value) Recreational Vehicle/Boat _____________________
Automobiles _____________________ Education _____________________
Recreational Vehicle/Boat _____________________ Life Insurance _____________________
Home Furnishings _____________________ Personal (from family or friends) _____________________
Appliances and Furniture _____________________ Other _____________________
Collections _____________________
Jewelry and Furs _____________________
Other _____________________
Total Assets _____________________ Total Liabilities _____________________
Total Assets Minus Total Liabilities = Net Worth _______________________________

Assets Liabilities _____ Net-Worth Calculation Worksheet. An important step in gaining financial control is to calculate your net worth (assets - debts).

Download Now

Documemt Updated

Popular Download

Frequently Asked Questions

How can i estimate my net price for attending rutgers?

The Rutgers net price calculator can help you estimate your net price for attending the university. Net price is the difference between the “sticker” price (full cost) to attend, minus any grants and scholarships which you may be eligible. Get an early estimate today!

How do i calculate my net worth?

To calculate your net worth, fill in each of the metrics on the net worth worksheet. Then add up the total number in the Net Worth area. You can also set up a net worth goal and see the percentage you’ve achieved. As you track your net worth along the way, you will be clear about your progress.

Why is it important to know your net worth?

By knowing where you stand financially, you will be more mindful of your spending, better prepared to make sound financial decisions, and more likely to achieve your short-term and long-term financial goals. Your net worth equals the worth of your total assets minus your liabilities.

Do you track your net worth?

Personal finance professionals have shared their ideas on tracking net worth. If they do, maybe you should, too. We all have a dollar in mind that makes us think, “I’ll never see that kind of money,” but you have to give yourself a chance. You can identify all kinds of financial opportunities and traps by looking at the individual pieces.