a.
Assets
– what do you currently have?
1.
Long term: Bank accounts, investments, equity…
etc.
2.
Short term: Monthly revenues (salaries, payouts,
dividends…)
b.
Debts
– What do you currently owe?
1.
Long term: Mortgage, loans, leases…etc.
2.
Short term: Monthly expenses (Bills, maintenance
costs, living expenses, tax, insurance…)
c.
This evaluation can be done on your own, or
preferably with a financial advisor (more accurate).
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