What Is My Current Net Worth?

In order to get where you want to go, you need to know where you are. You can get a view of your financial position by generating a personal net worth statement. It illustrates your equity position by subtracting your total liabilities from your total assets. Use this calculator to analyze your current financial position.
     
  Assets

Input
  Tangible Assets

 
  Residence
  Vacation home
  Furnishings
  Automobiles
  Rental real estate
  Art, jewelry, and other valuables
  Equity Assets

 
  Stocks
  Variable annuities
  Limited partnerships
  Business interests
  Fixed-Principal Assets

 
  Fixed-dollar annuities
  Trust deeds
  Other fixed-principal assets
  Fixed-Rate Assets

 
  U.S. government bonds and securities
  Municipal bonds
  Corporate bonds
  Face-amount certificates
  Debt mutual funds
  Cash and Cash Equivalents

 
  Checking accounts
  Savings accounts
  Money market funds
  Certificates of deposit
  Other cash reserve accounts
  Liabilities

Input
  Home mortgage
  Other mortgage
  Automobile loans
  Bank loans
  Personal loans
  Charge account debt
  Other debts
     
 

Any rate of return entered into the calculator to project future values should be a reasonable average return for the period. Rates of return will vary over time, and generally the higher the rate of return the higher the degree of risk.

The information provided here is to assist you in planning for your future. The accuracy of this calculator and its applicability to your circumstances is not guaranteed. Any analysis is a result of the information you have provided. Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual advice from qualified professionals.