Читать книгу Finances After 55 - Sylvia Lim - Страница 20

Take a close look at all the papers you have gathered. Sort them into two piles — an “Asset” pile and a “Liability” pile. If you are part of a couple, make additional asset and liability piles for items in your spouse’s and joint names.

The “Asset” pile will comprise papers that show the value of the things you own (for example, your investment account statements, the cash value of your life insurance statements, and your itemized listings of valuables). The “Liability” pile will comprise papers that show the value of your debts (for example, your credit card statements, your mortgage statement, and bank statements for overdrawn accounts).