Kiplinger recently featured Director Denise McClain’s article on How to Put Together Your Personal Net Worth Statement.

A personal net worth statement lists your assets and liabilities and provides a clear picture of your financial health. It is a great tool for setting financial goals and can help show you where to focus, whether it is saving for retirement, building your investment portfolio or coming up with a plan to pay off your liabilities. It will also help your loved ones immensely should anything unexpected happen where they need to understand what you own and what you owe.

Read the full article here.

This article is the first in Denise’s series on Getting Your Financial House in Order. Next month’s article will cover why it is important to review the titling of your assets and any associated beneficiary designations.