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

$
 
   
   
Bill Trembler, www billtrembler.com
One East Broad Street, Suite 440 • Bethlehem, PA • 18018
Phone: (610) 691-6800/800-314-4828 • Fax: (610) 691-8735
• wtrembler@lincolninvestment.com

Advisory Services and Securities offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker/Dealer Member FINRA/SIPC. Supervising office: 218 Glenside Avenue, Wyncote, PA 19095 (215) 887-8111, www.lincolninvestment.com