Total Assets; $1,943,615 up + $12,938 from last month
Accounts receivable, This is a business deal from 2014
Boat & Cars, Depreciating assets, but cars new in 2015
Real Estate Old House + 2nd home/vacation rental
Retirement accounts; 2 people, 2 jobs each, 5 accounts total
Brokerage accounts; 2 taxable stock accounts
College Funds; Prepaid tuition and 529 accounts or 2 kids
Bonds; ‘I bonds’ bought through Treasury Direct
Cash & Metals; 6 accounts and a security deposit box
Health Savings Acct., Just started in 2015
I cashed some bonds out because they were netting below 1% and I figured I can get a better return somewhere else.
Total Liabilities; $535,226 down – $5,046 from last month
Mortgage on House; Bought in 2005 Interest 3.75%
Mortgage 2nd Home; Bought in 2012 Interest 3.5%
Student Loans; Law school sucks
HELOC; Current APR 3.49%
TOTAL NET WORTH $1,408,389