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

$
 
   
   
Michael B. Shumway Financial Advisor West Des Moines, Iowa
6701 Westown Parkway, Suite 200 • West Des Moines, IA • 50266
Phone: 515-246-4963 • Fax: 515-246-4076
• shumway.mike@principal.com

Michael B. Shumway, Senior Financial Services Representative, Financial Advisor is licensed in CT, GA, IA, IL, MN NE, and TX  to offer life insurance (including variable life), annuities (including variable annuities), and securities registered in FL, GA, IA, IL, KS, MO, MN, NC, NE, and TX for mutual funds. This site is not a solicitation of interest in any of these products in any other state. IMPORTANT CONSUMER INFORMATION: Michael B. Shumway may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Michael B. Shumway that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.  Principal National Life Insurance Company (except NY), Principal Life Insurance Company  Des Moines, IA 50392. Principal Life maintains certificates of authority to transact insurance in all 50 states. Its NAIC identification number is 61271.

Privacy Policy