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Text File  |  1978-06-02  |  13KB  |  181 lines
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  2. Vermögenscheckliste                                                   
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  6. Wichtig : Diese Checkliste dient nur als Anregung !!!!                
  7.           Sie sollten diese Ihren Wünschen anpassen !!                
  8.                                                                       
  9.                                                                       
  10. Eigenes Vermögen :                                                    
  11. Wieviel Geld habe ich auf dem Konto ?                                 
  12. Was liegt auf dem Sparbuch ?                                          
  13. Wie steht es mit Bausparguthaben ?                                    
  14. Was ist mit Festgeldanlagen ?                                         
  15. Habe ich Wertpapiere ?                                                
  16. Besitze ich Investmentanteile ?                                       
  17. Gibt es Schatzbriefe ?                                                
  18. Habe ich eine Lebensversicherung abgeschlossen ?                      
  19. Wie steht es um meine Wohnverhältnisse ?                              
  20. Besitze ich Grundstücke ?                                             
  21. Verfüge ich über Gold  oder Edelsteine ?                              
  22. Was bringt mir mein Schmuck ?                                         
  23. Welchen Wert haben meine Antiquitäten ?                               
  24. Geht es meiner Firma gut ?                                            
  25. Existieren noch andere Vermögenswerte ?                               
  26. Steht Auslandsbesitz zur Verfügung ?                                  
  27.                                                                       
  28. Mein Bruttovermögen beträgt demnach : ...............DM               
  29.                                                                       
  30. Verbindlichkeiten :                                                   
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  32. Wie steht es mit Schulden ?                                           
  33. Bin ich mit Hypotheken belastet ?                                     
  34. Habe ich ein Bauspardarlehen ?                                        
  35. Müssen andere Darlehen getilgt werden ?                               
  36. Wie steht es um andere Kredite ?                                      
  37.                                                                       
  38. Meine Schulden insgesamt betragen :...................DM              
  39.                                                                       
  40. Unter`m Strich :    Bruttoguthaben : ............. DM                 
  41.                     abz. Schulden  :...............DM                 
  42.                     =================================                 
  43.                     Tats. Guthaben :...............DM                 
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