Net Worth Summary

SeniorcareCalculator

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Net Worth		Net Income		Facility Cost		Long Term View

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NET WORTH SUMMARY

Seniorcare Calculator

Assets	$
Cash :
Checking Account	2,000
Savings Account	40,000
Money Market Fund	3,000
Certificate of Deposit	20,000
Other 1	1,000
Other 2	2,000
Other 3	2,000
Real Estate :
Primary Dwelling	150,000
Secondary Dwelling	125,000
Other 1	2,000
Other 2	2,000
Other 3	2,000
Securities :
Stocks	2,000
Bonds Taxable	1,000
Bonds Tax Exempt	1,000
Other 1	1,000
Other 2	1,000
Other 3	1,000
Other :
Life Insurance	10,000
Other 2	1,000
Other 3	1,000
Other 4	6,000
Total Assets	376,000

Liabilities	$
Loans :
Real Estate Mortgage	50,000
Apartment	50,000
Other Loan 2	5,000
Other Loan 3	1,000
Other Loan 4	1,000
Other Loan 5	1,000
Other :
Visa	32,000
Other 2	1,000
Other 3	1,000
Other 4	1,000
Other 5	1,000
Other 6	1,000
Other 7	1,000
Other 8	1,000
Other 9	1,000
Other 10	1,000
Total Liabilities	149,000

Your Total Net Worth

227,000

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After filling out these pages properly, you should have assembled all the documents you used to prepare it. Make a copy of these documents to use for a future CCRC (Continuing Care Retirement Community) application and store the originals in your personal files or a safe place where you can find them later, if need be. For documents (statements, letters, appraisals, etc.) you do not have, request them as soon as possible, as they make take time to receive.

These pages are simple in design. The purpose in using this sheet is to gain an idea of your financial worth. It may not take into account other aspects of your financial situation. Having a large mortgage and/or substantial credit card debt, your Net Worth may be a negative number. Do not be discouraged. Your Net Income may be able to handle your debt payments and provide for your long term care choices. Remember, this is just a ‘snap shot’ of your finances at the present time. Either way, positive or negative Net Worth, let’s continue.