Wealth Accumulation Analysis

Topics:
Tools and Templates
Tags:
Analysis,
Finance,
Income,
JaxWorks,
Operational Accounting,
Worth
Source:
JaxWorks

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Overview: This template allows you to analyze your net worth to help you determine if you are doing a good job accumulating wealth. There are two basic steps to follow in performing this analysis. First you must estimate your annual realized income. This is income you receive. Don't include "Paper gains" like unrealized capital gains on stocks or gifts you haven't yet received. The second step involves estimating your present net worth. You do that by entering your best estimates for assets and liabilities. Be sure to also enter your age. The template calculates what your net worth should be based on an accepted financial rule of thumb formula.

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Format: EXCEL | Size: 22KB | Date: Sep 2007

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