Worksheet: Debt
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 |
$_______________ |
________% |
|
Investment and insurance products and services are offered through Osaic Institutions, INC. Member FINRA/SIPC. FNB Wealth Management Services is a trade name of First National Bank. Osaic Institutions,Inc and the bank are not affiliated. Products and services made available through Osaic Institutions, Inc. are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.
