LegalTeam's Net Worth for August 2022


Assets Value Change ($) Change (%)
Cash $332,419 ($14,587) (4.20%)
Stocks & Crypto $44,268 ($2,048) (4.42%)
Company Stock & Options $147,494 ($11,109) (7.00%)
Annuities Whole Life $333,008 $2,333 0.71%
Retirement $3,137,875 ($112,292) (3.45%)
529 Accounts $287,305 ($8,661) (2.93%)
Home $2,500,000 - -
$6,782,369 ($146,364) (2.11%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,744,210 ($3,930) (0.22%)
Life Insurance Loan $5,325 ($1,161) (17.90%)
Total Debts $1,749,535 ($5,091) (0.29%)
Net Worth $5,032,834 ($141,273) (2.73%)
*All values shown in USD ($)
Notes:
Bonds = value of vested company stock & options
Other assets = 529 accounts
Stocks = Brokerage and Cryptocurrency
House updated to include basis, below Zillow value
Cash is net of credit card and personal loan debt. If Credit Card debt is a positive number (and cash = 0), such debt exceeds current cash on hand.
Other debts = loans against life insurance

$1M NW at age 40; $2M NW at age 43; $3M NW at age 45; $4M NW at age 46; $5M NW at age 47

Comments