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Calculating Net Worth

   
 
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.
Assets
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 $  
Debts:
Mortgage(s) $   Home-equity loan $
Student loan $   Credit cards $
Other $  
Total Debts $  
Net Worth: $
 
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