FatStacks' Net Worth for May 2023


Assets Value Change ($) Change (%)
Cash $5,574 $711 14.62%
Stocks $147 ($23) (13.53%)
Company equity $26,081 - -
HSA $16,899 $556 3.40%
Cars $50,438 - -
Home $210,000 - -
Cryptocurrency $19,705 ($787) (3.84%)
Roth IRA $213 $213 -
401k - Traditional $308,635 ($4,287) (1.37%)
401k - Roth $22,165 $102 0.46%
401k - Trad. (spouse) $16,754 $488 3.00%
Profit Sharing (spouse) $54,903 ($254) (0.46%)
Boat $58,200 - -
$789,714 ($3,281) (0.41%)
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $109,717 ($638) (0.58%)
Student Loans (2.8%) $4,295 ($134) (3.03%)
CC (0% pay off evry mnth) $1,195 ($140) (10.49%)
Car Loan (72mo 3.82%) $48,924 ($836) (1.68%)
Furniture (0%) $2,807 ($118) (4.03%)
HELOC (8.25%) $35,975 - -
Total Debts $202,913 ($1,866) (0.91%)
Net Worth $586,801 ($1,415) (0.24%)
*All values shown in USD ($)
Notes:
Updated HELOC rate to 8%

- Paid 1st installment of property taxes.
- Dental work is going to be ~$1250 out of pocket due next month.
- I have to bring in our truck for routine maintenance which will probably be a few hundred. Hopefully this will be the last time, and I'll be able to service it going forward (also next month).
- $475 in boat maintenance/odds&ends. She's running good now and should be ready for summer.

Our "social butterfly" expenses started out high this month (we hosted a party the first weekend of May) but Mother's day turned out to be relatively inexpensive (camping with friends/family), we went camping with friends the following weekend which wasn't that expensive, and I narrowly avoided a charity golf outing which would've been at least $200. My entire friend group went, except me. It was really hard to say no, but I'm glad I did.

Memorial Day weekend with friends/family was amazing; stayed at a cabin & spent the entire weekend boating.

We did fairly well staying on-budget this month all things considered.

529: $58,055
FICO: 868

Comments