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. It illustrates your equity position by subtracting your total liabilities from your total assets.

Use this calculator to analyze your current financial position.

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 ($)

Any rate of return entered into the calculator to project future values should be a reasonable average return for the period. Rates of return will vary over time, and generally the higher the rate of return the higher the degree of risk.

The information provided here is to assist you in planning for your future. The accuracy of this calculator and its applicability to your circumstances is not guaranteed. Any analysis is a result of the information you have provided. Material discussed is meant for general illustration and/or informational purposes only not indicative of a particular product, and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual advice from qualified professionals.

National Life Group is a trade name of National Life Insurance Company and its affiliates.

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