Access Your Account

Knowing Where You Stand

Worksheet: Net Worth

NET WORTH AS OF ________________________

ASSETS (What You Own)

Fair Market Value or Current Balance

Cash and cash alternatives

$

Individual stocks and stock mutual funds

$

Individual bonds and bond mutual funds

$

401(k)/403(b)/Section 457 plans

$

IRA or IRA/SEP

$

Keogh

$

Annuities

$

Employee stock options—vested

$

Other retirement plan accounts

$

Primary residence

$

Other real estate

$

Cash value insurance

$

Personal property

$

Vehicles

$

Business interests

$

Other assets:

$

TOTAL ASSETS

$

LIABILITIES (What You Owe)

Fair Market Value or Current Balance

Primary residence: Mortgage loan

$

Primary residence: Other loans

$

Other real estate loans

$

Total vehicle loans

$

Total credit card debt

$

Total installment loans

$

Retirement plan loans

$

Taxes due

$

Other liabilities

$

TOTAL LIABILITIES

$

NET WORTH (Assets less Liabilities)

$

OUR FOCUS

As a customer of Machias Savings Bank, the focus is on you. We will enhance your banking relationship by working with you to discover your banking needs. We will be there when you need us.

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