If applicable, combine numbers for husband and wife.
#1. ADD UP WHAT YOU OWN:
Home Value...$____________ Real Estate Value...$____________
Current Value Of Stocks, Bonds...$____________ Cash On Hand...$____________ Life Insurance Face Value...$____________ Cars, Boats, Planes, Value...$____________ Value Of Expected Inheritances...$____________ Other Assets... $____________ TOTAL............................................$____________ #2. ADD UP WHAT YOU OWE:
Credit Card Debt....$____________ Home Mortgage...$____________ Business Debt...$____________ Other Debt....$____________ TOTAL............................................$____________ #3. SUBTRACT #2 FROM #1 AND
WRITE THE ANSWER HERE...........$___________
You are under 40 years old and #3 is over $250,000. Worry
You are 40-50 years old and #3 is over $350,000. Worry
You are 50-60 years old and #3 is over $450,000. Worry
You are 60-70 years old and #3 is over $600,000. Worry
You are 70+ years old and #3 is over $800,000. Worry
For a more personal perspective, Ask Robert...
