Personal Wealth Analysis

Topics:
Tools and Templates
Tags:
Analysis,
Finance,
Income,
JaxWorks,
Operational Accounting,
Wealth
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 three 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; and Be sure to also enter your age.

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Format: EXCEL | Size: 27KB | Date: Sep 2007

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