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Understanding your net worth is about knowing where you stand financially. It’s an important indicator when it comes to your financial goals and the likelihood of outliving your money in retirement. And it’s more than just a simple calculation of assets and liabilities.

We created this guide to help savers and investors at any life stage to get an accurate estimation of their net worth, as well as an understanding of some of the best ways to grow and maintain it.

In this guide, we’ll help you answer these important questions:

  • How do you correctly calculate net worth?
  • How does your net worth compare to other households?
  • What strategies can help you grow your net worth over time?
  • What are the risks and factors that can affect your net worth?
Evaluating Your Net Worth

As a research-based firm helping investors make data-driven decisions, we share these financial guides with clients, partners, and those with portfolios of $500,000 or more who are looking for objective retirement insights.

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