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

$
 
   
   
Mahoney/Frontier Financial Group
East Concord branch: 12111 Rt.240 East Concord NY, 14055 ( Next to the Fireside Inn )

Wellsville branch: 118 N Main Street Wellsville NY, 14895
Phone: (East Concord Branch) 716-592-9225 Toll free 1-888-592-9225
(Wellsville Branch) 585-593-6408 Toll free 1-800-281-9762		 • Fax: (East Concord branch)716-592-3413
Fax: (Wellsville Branch)585-593-2002
www.mahoneyassoc.com

 

 

 

Securities offered through Cadaret, Grant & Co.,Inc.

Member FINRA & SIPC.
 

Kevin L. Mahoney, Branch Manager.

This Web site is only intended for residents of states where we are licensed to sell Insurance and Securities. Currently we are registered in Florida,Ohio,Pennsylvania and New York. 

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