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 $

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA.  SWBC Investment Services, LLC, SWBC Investment Company and this institution are not affiliated. SWBC Investment Company is a Registered Investment Advisor.

 

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