Page 6 - Power 100 Summit Booklet.pptx
P. 6
Personal Property Loans
Assets - What You Own Value Liabilities - What You Owe Value
Automobiles Automobile loans
Recreational vehicles Education loans
Home furnishings Personal loans
Collectibles Installment contracts
Artwork Home equity loans/Lines of credit
Jewelry Retirement plan loan
Other Other
3. Total personal property 7. Total loans
Real Estate Mortgages
Assets - What You Own Value Liabilities - What You Owe Value
Personal residence Mortgage on primary residence
Vacation home Mortgage on vacation home
Rental property Mortgage on rental property
Land Other
Other 8. Total mortgages
4. Total real estate
9. Total liabilities (lines 6+7+8)
5. Total assets (lines 1+2+3+4)
Net Worth Value
Current Liabilities
Total assets (line 5)
Liabilities - What You Owe Value Total liabilities (line 9)
Department store credit cards
10. Net worth (line 5 minus line 9)
Major credit cards
Back taxes
Medical and dental bills
Other
6. Total current liabilities
Source: Vanguard Net Worth Worksheet
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