Your net worth is the difference between what you own (assets) and what you owe (liabilities). The number will change as you age, and what you want to see is a positive number going up. The higher your net worth, the more confident you can feel about living your life your way.
Building your net worth and discussing it with an OPPA Credit Union Advisor is a great way to plan. Once you finish your net worth calculation the first time, you can track your progress year after year and take the action required to make improvements.
We think knowing where you stand and who stands with you is always a good thing no matter what the numbers say. Call us today and our team will work with you to make your good net worth even better or take corrective steps to put you on the right track. We can even work together on a deeper dive into the numbers and, using our comprehensive planning software platform, prepare detailed scenarios that include budgeting, tax mitigation and estate planning. Call us today.