FatStacks' Net Worth for September 2023


Assets Value Change ($) Change (%)
Cash $6,565 $3,388 106.64%
Stocks $56 ($21) (27.27%)
Company equity $35,625 - -
HSA $17,428 ($255) (1.44%)
Cars $50,438 - -
Home $210,000 - -
Cryptocurrency $16,400 ($427) (2.54%)
Roth IRA $220 ($11) (4.76%)
401k - Traditional $313,281 ($15,499) (4.71%)
401k - Roth $22,245 ($1,193) (5.09%)
401k - Trad. (spouse) $17,851 ($603) (3.27%)
Profit Sharing (spouse) $55,320 ($2,377) (4.12%)
Boat $58,200 - -
$803,629 ($16,998) (2.07%)
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $107,151 ($644) (0.60%)
Student Loans (2.8%) $3,761 ($134) (3.44%)
CC (0% pay off evry mnth) $635 ($140) (18.06%)
Car Loan (72mo 3.82%) $45,587 ($837) (1.80%)
Furniture (0%) $2,335 ($118) (4.81%)
HELOC (8.25%) $46,400 $2,175 4.92%
Total Debts $205,869 $302 0.15%
Net Worth $597,760 ($17,300) (2.81%)
*All values shown in USD ($)
Notes:
- This month we paid for flights/hotel/travel for a 2024 cruise that we booked (paid cash).
- 2nd installment of property taxes paid (partially) out of HELOC this month, partially with cash.
- A couple camping weekends are planned
- One short boating weekend planned ($$$)
- Unexpected appliance failure, so we had to shell out $700 for that 🙄

We ran the July/August/September summer spending gauntlet. It felt like a marathon. Looking forward to some chill weekends.

529: $59,148
FICO: 879

**We're back below $600k, but I have a few outstanding payments owed to me which would keep us over that mark.
This month was "extra paycheck" month so we have extra cash currently. This will mostly go toward paying off our 2024 cruise that we have booked.

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