Worksheets
Worksheet: Debt
|
Description |
Outstanding Balance |
Interest Rate |
|
|
Real estate loans |
|||
|
Mortgage on primary residence |
$_______________ |
________% |
|
|
Home equity loan |
$_______________ |
________% |
|
|
Home equity line of credit |
$_______________ |
________% |
|
|
Mortgages on other real estate |
$_______________ |
________% |
|
|
Vehicle loans |
|||
|
Car 1 |
$_______________ |
________% |
|
|
Car 2 |
$_______________ |
________% |
|
|
Car 3 |
$_______________ |
________% |
|
|
Other vehicle/boat |
$_______________ |
________% |
|
|
Education loans |
|||
|
Loan #1 |
$_______________ |
________% |
|
|
Loan #2 |
$_______________ |
________% |
|
|
Loan #3 |
$_______________ |
________% |
|
|
Credit cards |
|||
|
#1 |
$_______________ |
________% |
|
|
#2 |
$_______________ |
________% |
|
| #3 |
$_______________ |
________% |
|
|
#4 |
$_______________ |
________% |
|
|
#5 |
$_______________ |
________% |
|
|
#6 |
$_______________ |
________% |
|
| Installment loans | |||
|
#1 |
$_______________ |
________% |
|
|
#2 |
$_______________ |
________% |
|
|
#3 |
$_______________ |
________% |
|
|
#4 |
$_______________ |
________% |
|
|
#5 |
$_______________ |
________% |
|
|
Other debt |
|||
|
Personal loan from bank |
$_______________ |
________% |
|
|
Personal loan from family/friend |
$_______________ |
________% |
|
|
Margin loan from broker |
$_______________ |
________% |
|
|
Insurance loan |
$_______________ |
________% |
|
|
401(k) loan |
$_______________ |
________% |
|
|
Other:_________________ |
$_______________ |
________% |
|
|
Total Debt |
$_______________ |
________% |
|
