Assets And Liabilities Worksheet

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Assets and Liabilities Worksheet
Name:
Date:
Assets
Dollar Value
Description
Cash (Checking & On-Hand)
$ 0.00
Description
Savings
$ 0.00
Description
IRA, 401(k), or Other Retirement Accounts
$ 0.00
Description
Life Insurance (Cash Surrender Value)
$ 0.00
Description
Stocks, Bonds, CDs
$ 0.00
Description
Real Estate
$ 0.00
Description
Automobiles
$ 0.00
Description
Accounts/Notes Receivable
$ 0.00
Description
Other Assets
$ 0.00
Description
Total Assets
$ 0.00
Liabilities
Dollar Value
Description
Credit Card
$ 0.00
Description
Personal Loan
$ 0.00
Description
Student Loan
$ 0.00
Description
Vehicle Loan/Lease
$ 0.00
Description
Mortgage
$ 0.00
Description
Loan Against Life Insurance
$ 0.00
Description
Loan Against Retirement Account
$ 0.00
Description
Unpaid Taxes
$ 0.00
Description
Other Liabailities
$ 0.00
Description
Total Liabilities
$ 0.00
Income
Dollar Value
Description
Salary
$ 0.00
Description
Net Investment Income
$ 0.00
Description
Net Real Estate Income
$ 0.00
Description
Other Income
$ 0.00
Description
Total Income
$ 0.00
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Aditional Notes:

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