Susan E. Thomas CPA
Newsletter
Net Worth Calculator
List the total market values of assets and the total balances due for liabilities. Then click the Calculate button to view the results.
Assets
Cash/checking accounts
$
Savings/money market accounts
$
Certificates of deposit
$
Primary residence
$
Other real estate (e.g., land, vacation home)
$
Business interests
$
Stocks
$
Bonds
$
Mutual funds
$
Life insurance--cash value
$
Annuities--surrender value
$
Pensions/profit-sharing plans
$
IRA/Keogh plans/other retirement assets
$
Other investments (including collectibles/precious metals)
$
Receivables (debts owed to you)
$
Vehicles
$
Furnishings and appliances
$
Furs/jewelry
$
Other assets
$
Liabilities
Mortgage
$
Home equity loan
$
Other real estate loans
$
Taxes currently due and back taxes
$
Vehicle loans
$
Student loans
$
Overdraft protection/line of credit balances due
$
Credit card debts
$
Margin loans
$
Pension/profit-sharing plan loans
$
Other loans
$
Household bills outstanding (e.g., utilities)
$
Other liabilities
$
Prepared by Broadridge Investor Communication Solutions, Inc, Copyright 2011
Susan E. Thomas CPASusan E. Thomas CPA