Projected Net Worth Calculator

Understand your current financial position and project your net worth into the future based on your assets, liabilities, and their growth rates.

Assumptions

Tangible Assets

Equity Assets

Fixed-Principal Assets

Fixed-Rate Assets

Cash Equivalents

Liabilities

Number of Years to Estimate Net Worth

Tangible Assets

Residence ($)

Vacation Home ($)

Furnishings ($)

Automobiles ($)

Rental Real Estate ($)

Art, Jewelry, and Other Valuables ($)

Equity Assets

Stocks ($)

Variable Annuities ($)

Limited Partnerships ($)

Business Interests ($)

Fixed-Principal Assets

Fixed-Dollar Annuities ($)

Trust Deeds ($)

Other Fixed-Principal Assets ($)

Fixed-Rate Assets

U.S. Government Bonds and Securities ($)

Municipal Bonds ($)

Corporate Bonds ($)

Face-Amount Certificates ($)

Debt Mutual Funds ($)

Cash and Cash Equivalents

Checking Accounts ($)

Savings Accounts ($)

Money Market Funds ($)

Certificates of Deposit ($)

Other Cash Reserve Accounts ($)

Liabilities

Home Mortgage ($)

Other Mortgage ($)

Automobile Loans ($)

Bank Loans ($)

Personal Loans ($)

Charge Account Debt ($)

Other Debts ($)

Results

Assets

Category	Current Value ($)	Estimated Value ($)	Change ($)

Liabilities

Category	Current Value ($)	Estimated Value ($)	Change ($)