Understanding the Personal Wealth Calculations

Part 1 of the Personal Wealth Estimator contains no unstated assumptions that have an impact on the calculation of your "current net worth." Part 2 of the Personal Wealth Estimator contains no unstated assumptions that have an impact on the calculation of your "future net worth."

LIMITATIONS: It is important to recognize that certain financial products -- including various insurance products and traditional pension plans -- have NOT been included in the calculator due to the complexity of their structures. In calculating your "current net worth" and "future net worth," take the time to consider all aspects of your financial picture that are NOT captured by the Personal Wealth Estimator. Additionally, no provision has been made in Part 2 of the Personal Wealth Estimator for the eroding impact of inflation over time.

IMPORTANT NOTE: The results you get from the Personal Wealth Estimator are only as accurate as the data that you put into this calculator. Missing information, as well as overstated and understated amounts, can have a significant impact on the accuracy of the results.