Net Worth

0303networth

0303assets

Total Assets: $1,966,581 up + $22,966 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 found an accounting error in my error in one of my 401ks (it had not been automatically updating) so it jumped over $5k!

0303liabilities

Total Liabilities;$533,740 down – $1,486 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     $1,432,841

If you are a NET WORTH JUNKIE, be sure and look at our 10 Year Net Worth History.

5 thoughts on “Net Worth

  1. Wow, that’s quite an amazing portfolio! Such tremendous progress you’ve made over 10 years. I like your use of over half a million of non-callable debt at low interest rates as leverage to grow your net worth faster. I wonder what is your asset allocation in your retirement accounts?

    Liked by 1 person

    • I actually have a good chunk of it in a Target Date retirement fund. In general, I keep my wife’s TSP on the conservative side with over half in bonds/gov. securities. My retirement, the 401k’s, I invest like a person 10 years younger than myself, heavy on stocks.

      Like

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