Estate & Business Planning Group You Earned It...We Help You Keep It!

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	^$

Securities offered through Ameritas Investment Corp. (AIC), Member FINRA, SIPC.
AIC and Estate and Business Planning Group are not affiliated