cdedbdwings' Net Worth for May 2018


Assets Value Change ($) Change (%)
Cash $37,549 $587 1.59%
Stocks $16,303 $1,603 10.90%
Bonds $24,212 ($742) (2.97%)
Annuities $0 - -
Retirement $664,234 $15,065 2.32%
Home $265,000 - -
Other Real Estate $0 - -
Cars $22,000 - -
Personal Property $0 - -
Other $20,000 - -
$1,049,298 $16,513 1.60%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,767 ($1,993) (53.01%)
Car Loans $0 - -
Other $3,102 ($701) (18.43%)
Total Debts $4,869 ($2,694) (35.62%)
Net Worth $1,044,429 $19,207 1.87%
*All values shown in USD ($)
Notes:
The stock market a bit up. I started transferring $635 a month from Business Checking at GWB to Edward Jones to purchase Reality Income shares to pay back what I borrowed from Dad's inheritance. It'll take two years to pay back the $13000+. The "Other" debt is from Mary Sue's Kidney stone. We paid $925 on that plus $2000 on the credit card which is for our appliances. We also bought luggage for our trip to Lake Tahoe in June and bought a new computer for Lynn Conner, who just started with us. Debbie resigned her position with us at the same time we found out I can't sign off on her sessions with WM. Unfortunate, but nice I didn't have to let her go. Brandon and Philly came on a Friday night and we watched the kids while the two of them had an overnight with friends in Des Moines. Fortunately, it was nice out. I gave a bunch of motorcycle rides. Mary Sue is excited to go half-time starting Memorial Day Weekend. Her 1/2 time replacement started in April.

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