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ASSET
ANALYSIS
TRACK
SPONSORED BY St. Louis Chapter No. 11
The Asset Analysis Track comprises skill based courses that, when taken in sequence, progressively
build your knowledge of financing and
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How to fill out 2013 asset analysis track
How to fill out 2013 asset analysis track:
01
Gather all relevant financial documents for the year 2013, such as bank statements, investment statements, real estate documents, and any other assets you may own.
02
Review each document and make a list of all the assets you have for the year 2013. This could include cash, stocks, bonds, real estate, vehicles, business interests, and any other valuable possessions.
03
For each asset, determine its value as of the end of 2013. This may require obtaining appraisals or researching market values at that time.
04
Analyze the performance of each asset throughout the year 2013. Look for any changes in value, income generated, or any other relevant information that may impact your overall financial picture.
05
Calculate the total value of all your assets for the year 2013 by summing up the individual values you determined in step 3.
06
Consider any debts or liabilities you may have that offset your assets. Subtract the total value of your debts from the total value of your assets to calculate your net worth for the year 2013.
07
Document all the above information in a comprehensive asset analysis track for the year 2013. This could be in the form of a spreadsheet, a financial software program, or any other preferred method of organization.
08
Regularly update and review your asset analysis track to reflect any changes or updates throughout the year. This will help you stay informed about your financial situation and make more informed decisions.
09
Consult with a financial advisor or accountant if you need assistance in filling out the asset analysis track or interpreting the information.
10
The asset analysis track for the year 2013 can be beneficial for individuals or businesses who want to have a clear understanding of their financial standing and track their financial progress over time. It can help in making informed decisions regarding investments, taxes, estate planning, and other financial matters.
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