Читать книгу Finances After 55 - Sylvia Lim - Страница 19

1. Find a quiet, well-lighted work space.

2. Print out the Net Worth Worksheet form you’ll find online at www.self-counsel.com/updates/after55/bonus.htm.

3. Have a calculator, a pencil, and an eraser ready for your calculations. (You may choose to complete the Excel version of the Net Worth Worksheet available online or print the PDF version and fill in the form by hand.)

4. Gather together the following, if applicable:

• All your most current bank statements.

• All your most current broker and investment account statements.

• All your most current retirement savings account statements.

• All your most current pension account statements.

• All your most current credit card statements.

• All your most current bank, car, and other loan statements.

• All your most current mortgage statements.

• Your life insurance statements, including cash value balances, if any.

• Your long-term care insurance papers.

• Your critical illness insurance papers.

• Your prepaid funeral arrangement papers.

• An itemized listing of your property and valuables with their fair market value. (Separate the listings by type, such as furniture, antiques, jewelry, furs, coin collections, china, crystals, silverware, etc.)

5. Get an accordion-style folder for storing your statements and other papers.