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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

$_______________

________%

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