0000HiltonHead's Net Worth for January 2020


Assets Value Change ($) Change (%)
Cash $269,479 $12,385 4.82%
401K $301,231 $5,362 1.81%
HSA $31,848 $798 2.57%
IRA-Pension-Crypto $1,634,677 $24,956 1.55%
Warehouse $600,000 - -
Home $600,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$3,997,235 $43,501 1.10%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $365,908 ($3,371) (0.91%)
Total Debts $365,908 ($3,371) (0.91%)
Net Worth $3,631,327 $46,872 1.31%
*All values shown in USD ($)
Notes:
Business crushing it, living way below means. Trying to avoid lifestyle creep, Zillow temptations.

STOCKS is Company 401K Plan
BONDS is Health Savings Account
RETIREMENT includes IRAs, After Tax Brokerage, Defined Benefit Plan, 529 Plan; 70/30 Allocation
OTHER REAL ESTATE is Commercial Warehouse/Vac Home both paid off
OTHER ASSETS is conservative business value.

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