Net Worth  
Determining your net worth will give you an accurate picture of your financial situation. One important tool is a balance sheet, which summarizes your assets and liabilities and reveals your net worth. This calculator was designed to help you get a handle on your current financial situation.
     

Assets:
(In the spaces below, write down the present value for the items you own.)

Home

$

Furnishings

$

Automobiles

$

Jewelry and other valuables

$

Investments (stocks, bonds, CDs, real estate)

$

Bank account balances

$


Liabilities:
(Write down the amount you still owe on loans and other debts.)

Mortgage balance

$

Automobile loans

$

Bank loans

$

Personal loans

$

Credit card balances

$

Other debts

$
 
   
   
Investment Centers of America, Inc.
900 Crest View Drive, Suite 230 Hudson, WI 54016
Phone:
715.386.1335
651.735.5400
800.987.7412
YourRetirementTeam@investmentcenters.com

Securities, advisory services and insurance products are offered through Investment Centers of America, Inc. (ICA), member FINRA, SIPC, a Registered Investment Advisor and affiliated insurance agencies.



ICA does not provide tax or legal advice; please consult your tax or legal advisor regarding your particular situation.


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