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

$
 
   
   
Webster Tax & Financial Services
2505 Costa Drive • Galesburg, IL • 61401
Phone: (309) 344-1987
Mobile Phone: (309) 368-1799 (Forwards directly to answering / scheduling service during tax season)		 • Fax: Please call for fax #
• dwebster@americanportfolios.com

Securities Offered Through American Portfolios Financial Services, Inc.  Member FINRA, SIPC.  Webster Tax and Financial Services is Independent of American Portfolios.

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