Financial Calculators:

Savings Goal
Single Deposit Savings
Monthly Savings
College Funding
Retirement Savings
Variable Compunding & Deposit Savings
Net Worth
Loan Comparison
Mortgage
   
   
   

 


Cash Assets

Example Accounts:
(Cash on Hand, Checking accounts, Savings accounts, Money market accounts, Money market fund accounts, Certificates of deposit, U.S. Treasury bills, Cash value of life insurance)

 

Asset Description Market Value
   
   
Total Cash Assets:
Investment Assets

Example Accounts:
(Stocks, Bonds, Mutual Fund Investments, Partnership Interests, Other Investments)

 

Asset Description Market Value
   
   
Total Investment Assets:
Retirement Assets

Example Accounts:
(Pension, IRA Accounts, KEOGH Accounts, 401K, SEP, ESOP)

 

Asset Description Market Value
   
   
Total Retirement Assets:
Personal Assets

Example Accounts:
(Principal Residence, Second Residence, Collectibles, Automobiles, Home Furnishings,
Furs & Jewelry, Other Assets)

 

Asset Description Market Value
   
   
Total Personal Assets:
Unsecured Liabilities

Example Accounts:
(Credit Cards, Charge Accounts, Student Loans, Alimony, Child Support, Tax Liability,
Other)

 

Liability Description Amount Owed
   
   
Total Unsecured Liabilities:
Secured Liabilities

Example Accounts:
(Auto Loans, Rec. Vehicle Loans, Appliance Loans, Home Mortgages, Home Equity Loans, Other Loans, Tax Liability, Other )

 

Liability Description Amount Owed
   
   
Total Secured Liabilities:
Summary of Assets & Liabilites
  Category Assets Liabilities
  Cash Assets
Investment Assets
Retirement Assets
Personal Assets
Unsecured Liabilities
Secured Liabilities
 
 
Totals
Net Worth

 

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