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Beerguy's
Net Worth for January 2014
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Assets
Value
Change ($)
Change (%)
Cash
$15,228
($2,661)
(14.88%)
Stocks
$19,463
($618)
(3.08%)
CQ IRA
$303,164
$7,604
2.57%
DQ Roth
$56,064
$1,602
2.94%
DQ IRA
$104,823
$1,823
1.77%
CQ Roth
$85,000
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-
Home (Zillow)
$282,042
($3,527)
(1.24%)
Cars
$15,000
-
-
Life Insurance
$0
-
-
Personal Property
$15,000
-
-
Total Assets
$895,784
$4,223
0.47%
Debts
Value
Change ($)
Change (%)
Credit Cards
$3,711
$194
5.52%
Car Loans
$0
-
-
Home Mortgage(s)
$135,733
($972)
(0.71%)
Other Mortgage(s)
$0
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Total Debts
$139,444
($778)
(0.55%)
Net Worth
$756,340
$5,001
0.67%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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