FIREat42's Net Worth for January 2019


Assets Value Change ($) Change (%)
Cash $24,500 $2,000 8.89%
Retirement $327,500 ($34,000) (9.41%)
Personal Property $15,000 - -
Annuities $0 - -
Stocks $182,000 ($13,000) (6.67%)
Other Real Estate $0 - -
Cars $38,000 - -
Bonds $0 - -
Home $0 - -
Other Assets $0 - -
$587,000 ($45,000) (7.12%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Car Loans $0 - -
Other Debts $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Total Debts $0 - -
Net Worth $587,000 ($45,000) (7.12%)
*All values shown in USD ($)
Notes:
$533,000 combined in all accounts, with a 4% safe-withdrawal rate that is 21K a year or about $1770 a month.

Maxed 401K, IRA and two ESAs this year along with adding 12K to my taxable brokerage. Overall about a 40K savings rate this year.

Income will increase slightly next month by about 2-3%. I will start front loading ESAs next month, and then switch to taxable brokerage.

Next quarterly tax is due mid month so this will slow my savings rate slightly. My goal for 2019 is to save 25K in retirement, 4K in college funds, and 24K in taxable accounts next year for a combined total of 53K.

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