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Home Wealth Estimator
Understanding the Calculations

Part 1 of the Home Wealth Estimator contains no unstated assumptions that have an impact on the calculation of your "current home wealth." Part 2 of the Home Wealth Estimator contains no unstated assumptions that have an impact on the calculation of your "future home wealth."

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 home wealth" and "future home wealth," take the time to consider all aspects of your financial picture that are NOT captured by the Home Wealth Estimator. Additionally, no provision has been made in Part 2 of the Home Wealth Estimator for the eroding impact of inflation over time.

IMPORTANT NOTE: The results you get from the Home 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.

Personal Wealth Estimator