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

$
 
   
   
MCU Investments
3350 Salt Lake Lane, Ste. 100 • Arlington Heights, IL • 60005
Phone: 800.662.2772
p 847.483.3341
c 847.456.8716
f 847.483.3441


Michael.Pozzi @securitiesamerica.com

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Michael Pozzi, Representative. Meadows Credit Union and the Securities America companies are separate entities.

Not NCUA Insured. No Credit Union Guarantee. May Lose Value. 

Securities licensed in:  IL; AZ; VA

Advisory licensed in: IL

Insurance licensed in:  IL