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

$
 
   
   
Arnie Magid
1 Mountain Road, Suite 201 PO Box 790 • Suffield, CT • 06078
Phone: 860.668.1957
Cell: 860.716.3268		 • Fax: 860.668.2150
• arnie@oxfordfinancial.biz


Securities and Advisory services are offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: CA, CT, IL, MA, MD, ME, NH, NJ, NY, PA, TX, VT, AZ, FL, MS.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Oxford Financial are not affiliated