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Basic Financial Planning for Newlyweds

 
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Template for Your "Ow-Ow" Statement

(Click Here for an Example of a completed "Ow-Ow" statement)

 

Your Initial Financial Plan:

 

WHAT YOU OWN (ASSETS)

Bank accounts, money market accounts, and CDs:

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     Sub-total

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Non-retirement investment accounts:

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     Sub-total

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Retirement accounts:

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     Sub-total

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Real estate:

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     Sub-total

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Tax-deferred annuities and life insurance cash value:

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     Sub-total

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Other assets:

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     Sub-total

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TOTAL ASSETS

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WHAT YOU OWE (LIABILITIES)

Real estate mortgages and equity loans:

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     Sub-total

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Auto loans, credit cards, other consumer debt:

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     Sub-total

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Student loans

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     Sub-total

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Other liabilities:

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     Sub-total

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TOTAL LIABILITIES

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CALCULATE NET WORTH

Total assets (from above)

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Total liabilities (from above)

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NET WORTH (assets - liabilities)

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