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To calculate your own net worth, use the Net Worth Worksheet you’ll find online at www.self-counsel.com/updates/after55/bonus.htm. Later on, you will use the information from your Net Worth Worksheet when completing the Income-Producing Investments Worksheet, Cash Inflow Worksheet, and Yearly Spending Budget Worksheet, all of which are discussed later in this book. It’s a good idea to also revisit these worksheets yearly, re-assess your financial situation, track your financial changes, and make any necessary revisions to your budget and lifestyle.

If you are part of a couple, record both your own and your spouse’s assets and liabilities. Any items in both names are recorded as joint assets or liabilities.

If you’ve never done it before, the following section shows you step by step how to complete your household’s own net worth statement. You can make the process fairly painless for yourself by following these steps: