Analyzing Financial Data

Calculate

net worth⁠

by subtracting total liabilities from total assets.

Analyze income and expenses to identify patterns, potential savings, and areas for improvement.

Calculate the

debt-to-income ratio⁠

by dividing total monthly debt payments by gross monthly income. This ratio helps assess overall financial health.

Evaluate your

risk tolerance⁠

based on factors such as age, investment horizon, and

financial goals⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.