Personal Finance Calculators

Calculators

What's my net worth?

You can't put a price on happiness, but your net worth can help you better understand your financial well-being. Net worth takes into account your assets and liabilities to give you a sense of where you stand financially. Knowing your number allows you to see adjustments you might need to make to reach your goals.

Tangible assets

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

Equity assets

Equity assets Table
	Value
Stocks ($)
Variable annuities ($)
Limited partnerships ($)
Business interests ($)

Fixed-principal assets

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

Fixed-rate assets

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

Cash and cash equivalents

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

Liabilities

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

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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