This is just a quick picture of what a net worth assessment should look like. You should end up with a total asset and total liability figure at the bottom and a net worth calculation.
Bank Accounts:
Consumer Debt:
Checking
$
Credit Cards
$
Other:
$
Credit Cards
$
Other:
$
Other:
$
Investments:
Loans:
Stocks/Mutual Funds
$
Home Loans
$
Retirement
$
School Loans
$
Other:
$
Auto Loans
$
Other:
$
Other:
$
Other:
Other:
Other:
$
Other:
$
Other:
$
Other:
$
Total Assets:
Total Liabilities:
$
$
$ - $ = $
#38599
For more help, call the Financial Planning Center Help line at 1.888.752.6422.
Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment advisor.
VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.
VALIC Financial Advisors, Inc., and PERS are separate and unrelated entities.
This information is general in nature and may be subject to change. Neither VALIC nor its financial advisors or other representatives give legal or tax advice. Applicable laws and regulations are complex and subject to change. For legal or tax advice concerning your situation, consult your attorney or professional tax advisor.
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