R.L. DePanfilis & Company, LLC
David W Gibbs
13 Byington Place
Norwalk, CT 06850
203-853-1040
203-853-9070
info@depanfilis.com
www.depanfilis.com
Net Worth Calculator
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
$
This information is provided for general information only and should not be applied to any specific situation without consulting a professional advisor. We make every effort to keep the information up to date as much as possible, but due to the changing matter of the tax laws, all information should be verified before being relied upon.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2020.