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What is my projected net worth?

What is my projected net worth?

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

Tangible Assets

ValueGrowth
(-12% to 12%)
Residence ($)
Vacation home ($)
Furnishings ($)
Automobiles ($)
Rental real estate ($)
Art, jewelry, and other valuables ($)

Equity Assets

ValueGrowth
(-12% to 12%)
Stocks ($)
Variable annuities ($)
Limited partnerships ($)
Business interests ($)

Fixed-Principal Assets

ValueGrowth
(-12% to 12%)
Fixed-dollar annuities ($)
Trust deeds ($)
Other fixed-principal assets ($)

Fixed-Rate Assets

ValueGrowth
(-12% to 12%)
U.S. government bonds and securities ($)
Municipal bonds ($)
Corporate bonds ($)
Face-amount certificates ($)
Debt mutual funds ($)

Cash and Cash Equivalents

ValueGrowth
(-12% to 12%)
Checking accounts ($)
Savings accounts ($)
Money market funds ($)
Certificates of deposit ($)
Other cash reserve accounts ($)

Liabilities

ValueGrowth
(-12% to 12%)
Home mortgage ($)
Other mortgage ($)
Automobile loans ($)
Bank loans ($)
Personal loans ($)
Charge account debt ($)
Other debts ($)

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information 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.


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© 2023 Horizon Wealth Managers

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. The information on this website is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Disclosure: Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

 
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