JD2005's Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $65,406 $1,505 2.36%
Stocks $0 - -
Bonds $0 - -
Annuities $128,283 $6,494 5.33%
Retirement $430,209 $21,664 5.30%
Home $660,000 - -
Other Real Estate $0 - -
Cars $13,000 ($1,000) (7.14%)
Personal Property $0 - -
Other Assets $6,466 $464 7.73%
$1,303,364 $29,127 2.29%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $401,441 ($15,833) (3.79%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $401,441 ($15,833) (3.79%)
Net Worth $901,923 $44,960 5.25%
*All values shown in USD ($)
Notes:
Annuities = 529; Other = HSA; depreciating cars $500/month each.

Making push to pay off mortgage to below 400k by year end.

Comments

7/2/2020 3:56:05 PM JD2005
Making a push to pay off as much mortgage as possible before year end.
7/5/2020 6:31:41 AM Fern
Excellent strategy...maintain your focus!! You got this.
8/13/2020 11:07:29 PM auzzieyank
Max out the 401ks, HSA and Roth Ira(lowers taxes), then refi the mortgage to a 15 year if you really want to make a dent.
9/1/2020 6:05:04 PM bornbelgian
LOL. I put my HSA in Annuities and 529s in Other. Time for ADMIN to add these as their own categories?
9/2/2020 9:25:49 AM FatStacks
I know it's on the way, but not sure when he's releasing it to everyone. I'm helping test it (as of the last couple months), but there's definitely some kinks that need to be worked out.
9/2/2020 1:04:27 PM auzzieyank
He's extremely slow at working on this site. I still want to buy it from him and work on it myself.