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Financial Learning Center


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

$_______________

________%

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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA (Opens in a new Window)/SIPC (Opens in a new Window).  UniVest Financial Services is a trade name of UniBank. Infinex and UniBank are not affiliated. Products and services made available through Infinex 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.


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