FEBRUARY NET WORTH

0217networth

0217assets

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

Primary Residence

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.

0217liabilities

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

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