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

$
 
   
   
Selective Benefits Group
17 Wilrich Glen • Morristown, NJ • 07960
Phone: 646-820-401k • Fax: 973-359-8822
• abluestone@sbgroup.com rbrown@sbgroup.com

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Selective Benefits Group are not affiliated. Additional products and services may be available through Andrew S. Bluestone, Richard L Brown, or Selective Benefits Group that are not offered through AIC.

Representitives of AIC do not provide tax or legal advise. Please consult your tax advisor or attorney regarding your situation. This is not an offer of securities in any Jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representitve. Read it carefully before you invest or send money. Securities products are limited to residents of NY, NJ, CT, PA, CO, NM, SC, UT, and FL.