Personal Finance 1 Worksheet 4

Personal Finance 1 Worksheet 4 - + $0 D. Housing (market...

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W4 Assets Value Cash $1,000 Checking + $17,000 Savings/CDs + $2,000 Money Market Funds + $3,000 Other Monetary Assets + $25,000 A. Monetary Assets A. = $48,000 Mutual Funds $1,500 Stocks + $800 Bonds + $500 Life Insurance (cash-value) + $0 Cash Value of Annuities + $0 Investment Real Estate (REITs, partnerships) + $0 Other investments + $0 B. Investments B. = $2,800 401(k) and 403(b) $0 Company Pension + $0 Keogh + $0 IRA + $25,000 Other Retirement Plans + $0 C. Retirement Plans C. = $25,000 Primary Residence $150,000 2nd Home + $0 Time-Shares/Condominiums + $0 Other Housing
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Unformatted text preview: + $0 D. Housing (market value) D. = $150,000 Automobile 1 $9,000 Automobile 2 + $0 Other Automobiles + $0 E. Automobiles E. = $9,000 Collectibles $0 Boats + $0 Furniture + $3,000 Other Personal Property + $2,000 F. Personal Property F. = $5,000 Money Owed You $500 Market Value of Your Business + $0 Other + $0 G. Other Assets G. = $500 H. Total Assets (add lines A through G) H. = $240,300 BALANCE SHEET - CALCULATING YOUR NET WORTH...
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This note was uploaded on 07/31/2011 for the course NUTRITION 101 taught by Professor Zahora during the Spring '11 term at Gardner-Webb.

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Personal Finance 1 Worksheet 4 - + $0 D. Housing (market...

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