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Part: 5 Here's Our Advice > Worksheet 2: What Do I Have? Determining Net Worth - Pg. 261

Worksheets Are your activities involving physical or mental exertion? ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ 261 Do you see yourself traveling during retirement? Short or long trips? Visiting a familiar place or exploring new vistas? ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Will you be learning something new when you retire? ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ What will you be doing that will help you feel good about being you? ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Worksheet 2: What Do I Have? Determining Net Worth What You Own (Assets) (State all numbers in today's dollars.) Cash and Equivalents Checking account Savings account Money Market Certificates of Deposit (CDs) Cash on hand Other ______________ Investments Government issues (e.g., Treasury bills, bonds, and notes) Corporate bonds Stocks Mutual funds Investment property Life insurance cash value Other ______________ Deferred Assets IRAs Annuities Vested profit sharing __________ __________ __________ __________ __________ __________ __________ __________ __________ __________ $ __________ __________ __________ __________ __________ __________