Calculators

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. Use this calculator to list your assets, minus your liabilities.

Tangible Assets

Value
Residence ($)
Vacation home ($)
Furnishings ($)
Automobiles ($)
Rental real estate ($)
Art, jewelry, and other valuables ($)

Equity Assets

Value
Stocks ($)
Variable annuities ($)
Limited partnerships ($)
Business interests ($)

Fixed-Principal Assets

Value
Fixed-dollar annuities ($)
Trust deeds ($)
Other fixed-principal assets ($)

Fixed-Rate Assets

Value
U.S. government bonds and securities ($)
Municipal bonds ($)
Corporate bonds ($)
Face-amount certificates ($)
Debt mutual funds ($)

Cash and Cash Equivalents

Value
Checking accounts ($)
Savings accounts ($)
Money market funds ($)
Certificates of deposit ($)
Other cash reserve accounts ($)

Liabilities

Value
Home mortgage ($)
Other mortgage ($)
Automobile loans ($)
Bank loans ($)
Personal loans ($)
Charge account debt ($)
Other debts ($)

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.