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Eric Wurtel

Integrated Tax and Wealth Management

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22670 Foxtail Drive
Kildeer, IL 60047
  • Phone:
    847-726-9218
  • Investments-related email: eric.wurtel@ceterafs.com

  • Tax-related email: ericwurtel@mindspring.com

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  • 57% of U.S. workers have saved less than $25,000 for retirement.* -- *2015 Retirement Confidence Survey, EBRI
  • Only 48% of Americans know how much money to save for retirement.* -- *2015 Retirement Confidence Survey EBRI
  • 50% of retirees left the workforce earlier than planned.* -- *2015 Retirement Confidence Survey EBRI
Printed from: www.ericwurtel.com
  • Eric Wurtel
  • 22670 Foxtail Drive, Kildeer, IL 60047
  • 847-726-9218 |

Net Worth

What Is Your Current Net Worth?

The National Association of Realtors reports the national median existing-home sales price was $196,300 in November 2013, up 9.4% from November 2012.

Determining your net worth can help you develop a clearer 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:

(Indicate the present dollar value for the items you own.)

Assets:

Fueled by rising stock and home prices, Americans net worth exceeds the pre-recession peak of $67.4 trillion, as reported by the Federal Reserve.

(Indicate the present dollar value for the items you own.)

Liabilities:

According to the Federal Reserve Bank of New York, the average household held a total debt load of $92,459 at the end of October 2013, about 11% below the peak in 2008.

(Indicate the dollar amount you still owe.)

Liabilities:

(Indicate the dollar amount you still owe.)

You may be surprised at how much or how little you have once you calculate the figures. If your net worth is less than you expected, don’t be discouraged. There are a number of steps we can help you take right away to begin building your net worth.

Your Results

Your total assets: $0
Your total liabilities: $0
Your net worth: $0

Are your assets and liabilities divided up as you expected? For example, does your credit card debt account for more of your overall liabilities than you realized? The key to building net worth over time is to take action to reduce your liabilities and by employing the principles of sound financial management to help grow your assets.

Assets

 

Liabilities

 

This hypothetical example is used for illustrative purposes only. Actual results will vary.

The information in this calculator is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

This material was written and prepared by Emerald Connect, LLC.
© 2019 Emerald Connect, LLC. All Rights Reserved.

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Contact Us

22670 Foxtail Drive
Kildeer, IL 60047
  • Phone:
    847-726-9218
  • Investments-related email: eric.wurtel@ceterafs.com

  • Tax-related email: ericwurtel@mindspring.com

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,883.25 +1.74%
Nasdaq Composite 7,472.41 +0.61%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

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  • Home
  • About Us
    • Our Approach
    • Our Location
    • Our Team
    • Our Services
    • My Account Access
    • Where's My Tax Refund?
    • Tax & Accounting Services
    • Helpful Links
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Market Watch
    • Detailed Quote
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolio
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Life Insurance
    • Individual Health
    • 401(k) Information Request
    • Information Request
  • Contact Us

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Investment advisory services are offered through Cetera Investment Advisers LLC, an SEC Registered Investment Adviser. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888 528.2987.


Eric Wurtel & Associates and Wealth Management Services are not affiliated with Cetera Financial Specialists LLC or Cetera Investment Advisers LLC


Accounting and tax services are offered solely through Eric Wurtel & Associates which is not affiliated with Cetera Financial Specialists LLC or Cetera Investment Advisers LLC


This is not a solicitation for sale of securities in any jurisdiction.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com
 

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

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