Читать книгу Finances After 55 - Sylvia Lim - Страница 21

It is important to record the date for which your net worth was calculated, because when you calculate your net worth again at a future date, you’ll be able to make comparisons and measure the progress you’ve made or any setbacks you’ve suffered. (You will use this same date again when you fill out the Income-Producing Investments Worksheet.) Note that the date you put on the worksheet is not the actual date on which you did the work; rather, it is the date on which your net worth is based. It is best to pick a date such as December 31, September 30, June 30, or March 31, as these are dates on which most financial institutions provide information on your bank and investment accounts.