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

$
 
   
   
Alex Gallego
50 Audrey Avenue • Oyster Bay, NY • 11771
Phone: (516) 624-2702
Cell: (516) 298-2477 		• Fax:

(516) 624-7147
www.alexgallegogroup.com • gallegoa@stifel.com

 

 

 

 

 

 

 

 

 

 

 

 

  

   

   

 (1)This website has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor it is a solicitation of an offer to buy or sell any security.

Investing involves risk, including loss of principal.

 

(2)Representatives of a broker-dealer or investment advisor may only conduct business in a state if the representatives and the broker-dealer or investment advisor they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state: (b) are excluded or exempted from the state's licenser requirements.

(3)Products and investment advisory services are offered through Stifel, Nicolaus & Company, Incorporated, member FINRA/SIPC/NYSE.