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

$
 
   
   
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309 SE Osceola St. Suite 207 • Stuart, FL • 34994
Phone: 772-219-2006 • Fax: 772-219-2025
• kfeiertag@janney.com

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Ken Feiertag is registered in the following states: AL, AZ, CA, CT, DE, FL, GA, IL, IN, ME, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT

Mike Tommeraas is registered in the following states: CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, TX, VA

 

Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC a Registered Investment Adviser. Member FINRA, NYSE, SIPC.