ba70's Net Worth for May 2024


Assets Value Change ($) Change (%)
Cash $56,357 $14,071 33.28%
Stocks $331,176 ($5,758) (1.71%)
Bonds $42,454 - -
Annuities $0 - -
Retirement $1,457,514 $4,036 0.28%
Home $520,600 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
College Savings $182,267 ($1,917) (1.04%)
$2,590,368 $10,432 0.40%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $2,590,368 $10,432 0.40%
*All values shown in USD ($)
Notes:
05/04/2024

During the month of April we spent time looking at our college savings, which have grown like a weed since we starting putting money away about 15 years ago.

Given we've over saved for college, we've decided to move some of those savings back to cash / retirement side of the balance sheet. This will play out over the next 15 months, with two distributions of $15k taking place.

We have also moved our Vanguard Coverdell holdings into the Vanguard 529 plan (Nevada Plan). This should offer us more flexibility with residual funds down the road.

Outside of the college accounts, we've been eyeballing a place to go for our 20th anniversary, and looking for a car for our daughter. Each of those expenses will probably amount to $5k.

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