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Beerguy's
Net Worth for December 2014
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Assets
Value
Change ($)
Change (%)
Cash
$6,441
$1,641
34.19%
Stocks
$15,730
$210
1.35%
CQ IRA
$355,368
$8,368
2.41%
DQ Roth
$68,570
$1,872
2.81%
DQ IRA
$129,889
$3,549
2.81%
CQ Roth
$90,000
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Home (Zillow)
$320,000
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-
Cars
$12,500
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-
Life Insurance
$0
-
-
Personal Property
$15,000
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-
Total Assets
$1,013,498
$15,640
1.57%
Debts
Value
Change ($)
Change (%)
Credit Cards
$2,604
$30
1.17%
Car Loans
$0
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-
Home Mortgage(s)
$125,317
($445)
(0.35%)
Other Mortgage(s)
$30,950
($125)
(0.40%)
Total Debts
$158,871
($540)
(0.34%)
Net Worth
$854,627
$16,180
1.93%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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