What Is My Projected Net Worth?

In order to get where you want to go, you need to know where you are. You can get a view of your financial position by generating a personal net worth statement. Over time your net worth will change as your assets earn interest or are depleted and your liabilities increase or decrease. Use this calculator to estimate what your net worth could be in the future based on specified growth rates.

Assumptions

Number of years to project growth

Tangible Assets

	Value	Growth
Residence
Vacation home
Furnishings
Automobiles
Rental real estate
Art, jewelry, and other valuables

Equity Assets

Stocks
Variable annuities
Limited partnerships
Business interests

Fixed-Principal Assets

Fixed-dollar annuities
Trust deeds
Other fixed-principal assets

Fixed-Rate Assets

U.S. government bonds and securities
Municipal bonds
Corporate bonds
Face-amount certificates
Debt mutual funds

Cash and Cash Equivalents

Checking accounts
Savings accounts
Money market funds
Certificates of deposit
Other cash reserve accounts

Liabilities

Home mortgage
Other mortgage
Automobile loans
Bank loans
Personal loans
Charge account debt
Other debts

This information may help you analyze your financial planning needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. This service shall not infer that company assumes any fiduciary duties. In addition, such service should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.