Net Worth Questions

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Information Questions Summary

NET WORTH QUESTIONS

Assets	$
Cash :
Checking Account		Enter the the amount from your checking account on your monthly bank statement.
Savings Account		Enter the amount from your savings account on your monthly bank statement.
Money Market Fund		Enter the amount from your money market fund account on your monthly statement.
Certificate of Deposit		Enter the amount from your certificate of deposit account on your monthly statement.
		Enter the amounts from additional accounts I have not listed as shown on your monthly statements (Other savings or checking accounts, certificates of deposit, money market funds, etc.). Change the name from "Other 1" to the name of the asset, if you wish.


Real Estate :
Primary Dwelling		Enter the amount of the market value of your home (House, apartment, etc.) as shown on a real estate appraisal. These are easy to obtain.
Secondary Dwelling		Enter the amount of the market value of your second home (House, apartment, etc.), if you have one, as shown on a real estate appraisal.
		Enter the amount of the market value of any property (House, apartment, etc.) you own or rent as shown on a real estate appraisal. Change the name from "Other 1" to the name of the asset, if you wish.


Securities :
Stocks		Enter the amount of your stock holdings as shown on your monthly investment account statement.
Bonds Taxable		Enter the amount of your bond holdings as shown on your monthly investment account statement.
Bonds Tax Exempt		Enter the amount of your bond holdings as shown on your monthly investment account statement.
		Enter the amounts from additional accounts I have not listed as shown on your monthly statements. Change the name from "Other 1" to the name of the asset, if you wish.


Other :
		Enter the amounts from any other asset accounts I have not listed as shown on monthly statements or other verifiable means. Change the name from "Other 1" to the name of the asset, if you wish.

Senior Care Calculator

Liabilities	$
Loans :
Real Estate Mortgage		Enter the amount of the UNPAID PRINCIPAL from the mortgage on your home. A letter from the lending institution can serve as proof. A monthly mortgage statement may show this amount, as well.
		Enter the amount of the unpaid principal of any loans (Second mortgage, home equity, car, etc.). A letter from the lending institution can serve as proof. Change the name from "Other Loan 1" to the name of the loan, if you wish.




Other :
		Enter the amount of any unpaid balance of any liability I have not listed (credit card debts, etc.). Supply documentation for each. Change the name from "Other 1" to the name of the liability, if you wish.

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