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

$
 
   
   
American IRA Advisor
630 N. D Street • Fremont, NE • 68025
Phone: 402.727.4845 • Fax: 402.727.7680


WE OFFER:
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401(k) Plans
CDs offered through Everbank
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Roth/Traditional IRAs
Medicare Supplements
Prescription Drug Plans
Economic Term Life Insurance
Burial Plans
Financial Seminars
Disability Income Insurance


• Mike.Guilliatt@intervestintl.com

 

     

 

 

Securities offered through Intervest International Equities, Corp Member FINRA/SIPC

Advisory services provided by Intervest International, Inc., an SEC Registered Investment Advisor

1980 Dominion Way, Suite 202, Colorado Springs, CO 80918 Telephone 800-933-9299